Financial Solutions Advisor- Santa Monica Crescent Heights Financial Center- West Hollywood, CABank of America Corporation - Los Angeles, CA
Financial Solutions Advisor- Santa Monica Crescent Heights Financial Center- West Hollywood, CA
FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage, therefore the FSA must have a general awareness of core banking and investment solutions. The FSA should be able to provide an enterprise product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate banking center systems and routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired. CFP or CRCP preferred. 4 year business degree preferred. One years experience in business development and investments training.
This position may be subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Required Skills & Experience: MUST
have these skills to be minimally qualified.
Three years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services.
One years experience in business development and investments training.
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions.
Knowledge of banking (credit and deposit) products and services desired.
Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles.
Series 7 required. This role also requires series 66 (63 & 65 in lieu of 66). If you do not currently hold the 66 but have either a 63 or 65 an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
A true team player and collaborator, translating knowledge and experience into strong andproductive relationships internally and externally.
Results oriented with proven track record of outstanding ability to motivate and influence other toaccomplish objectives: present oneself assertively, convincingly and with confidence to establishcredibility and respect with others.
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations.
A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs.
Ability to handle ambiguity and adapt to changing circumstances.
An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client.
Excellent time management and organizational skills.
Preferred Skills & Experience:
Four year degree desired, preferably in business related field.
Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired.
Insurance licenses desired.
Los Angeles, CA, SANTA MONICA CRESCENT HEIGHTS BC, 8025 Santa Monica Blvd,
: Yes, 25% of the time
Full / Part-time
: Full time
Hours Per Week
: 1st shift
: Monday, Thursday and Friday 9am - 2pmMonday-Friday Open availability required some Saturdays
Assistance for Applicants with Disabilities
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Diversity & Inclusion
At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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applyFinancial Solutions Advisor- Santa Monica Crescent Heights Financial Center- West Hollywood, CA Bank of America Corporation - Los Angeles, CA, United States
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The companys Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The companys Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The companys Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.
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