Small Business National Financial Solutions Advisor; Series 7 and 66

Small Business National Financial Solutions Advisor (Series 7 and 66 Required)

Chandler, Arizona;

Jacksonville, Florida

** To proceed with your application, you must be at least 18 years of age.*
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** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge ( )

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge ( )

*
* Job Description:

*
* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

*
* Job Description:

*
* This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

This position is 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. Since this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.

** Responsibilities:*
* + Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

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* Skills:

*
* + Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

** Shift:*
* 1st shift (United States of America)

** Hours Per Week:*
* 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.

The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your  **"Know your Rights (https://(Use the "Apply for this Job" box below). EEOC Know Your Rights
6.12.pdf) "
** poster.

** View the LA County Fair Chance Ordinance () .*
* Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office…