Consumer Investments Financial Solutions Advisor - Rock Hill, SC
Company: Bank of America
Location: Rock Hill
Posted on: November 26, 2022
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Job Description:
Consumer Investments Financial Solutions Advisor - Rock Hill,
SC
Rock Hill, South Carolina;Rock Hill, South Carolina
**Job Description:**
At Bank of America, we're creating real, meaningful relationships
with individuals and businesses across the country. Each day, we
connect with 67 million clients through a growing specialist
workforce and our world class digital platform. With each
relationship and connection, we are looking to provide care and
guidance for our clients when they need us most - whether they are
just starting out, buying a home, building a family or planning for
retirement. As part of our commitment, we are looking for the next
generation of Financial Advisors-those with a passion for growing a
long term career and a drive to make our clients' financial lives
better.
If you are an individual who is passionate about helping clients
reach their financial goals, join Bank of America's **Advisor
Development Program** and become a **Financial Solutions Advisor**
in one of over 4,000 financial center locations nationwide. The
Financial Center Financial Solutions Advisor role is a pivotal role
for experienced advisors looking to grow in a world-class
organization.
From day one, you will receive training from our award-winning
**Academy at Bank of America** . This program delivers hands-on
practice, personalized coaching and classes that will help you
become the advisor you want to be. **The Academy** also provides
training beyond portfolios and investment strategies. You'll learn
to consider a client's entire and complex financial picture, and
then guide them with advice and solutions to help them live their
best financial lives.
With demonstrated success, you have **unlimited career growth** and
the opportunity to advance in many roles within Bank of America and
Merrill. The Academy will support you along the way with dedicated
programs, tools and resources throughout your career journey.
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 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.
**We'll help you**
**As a Financial Solutions Advisor II, you can look forward
to**
**We're a culture that**
**Required skills:**
**Desired skills:**
**Job Band:**
H5
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
Monday thru Friday, some Saturdays required
**Referral Bonus Amount:**
5000
**Job Description:**
At Bank of America, we're creating real, meaningful relationships
with individuals and businesses across the country. Each day, we
connect with 67 million clients through a growing specialist
workforce and our world class digital platform. With each
relationship and connection, we are looking to provide care and
guidance for our clients when they need us most - whether they are
just starting out, buying a home, building a family or planning for
retirement. As part of our commitment, we are looking for the next
generation of Financial Advisors-those with a passion for growing a
long term career and a drive to make our clients' financial lives
better.
If you are an individual who is passionate about helping clients
reach their financial goals, join Bank of America's **Advisor
Development Program** and become a **Financial Solutions Advisor**
in one of over 4,000 financial center locations nationwide. The
Financial Center Financial Solutions Advisor role is a pivotal role
for experienced advisors looking to grow in a world-class
organization.
From day one, you will receive training from our award-winning
**Academy at Bank of America** . This program delivers hands-on
practice, personalized coaching and classes that will help you
become the advisor you want to be. **The Academy** also provides
training beyond portfolios and investment strategies. You'll learn
to consider a client's entire and complex financial picture, and
then guide them with advice and solutions to help them live their
best financial lives.
With demonstrated success, you have **unlimited career growth** and
the opportunity to advance in many roles within Bank of America and
Merrill. The Academy will support you along the way with dedicated
programs, tools and resources throughout your career journey.
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 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.
**We'll help you**
**As a Financial Solutions Advisor II, you can look forward
to**
**We're a culture that**
**Required skills:**
**Desired skills:**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Transcript
---
At Bank of America, I get to make a difference every day.
**On screen copy:**
Merrill Financial Solutions Advisor
Disclosure: Please see important information at the end of this
video.
**On screen copy:**
Advise clients on their investment goals in order to pursue those
goals
As a Merrill Financial Solutions Advisor, my job is to advise my
clients on their investment goals and match them with the right
portfolio and specialists to help them pursue those goals.
I interact with clients from all walks of life, from small-business
owners developing a financial plan to new parents looking to start
saving money for their child's college education. I match my
knowledge of financial markets and investment products with
clients' individual investment needs.
**On screen copy:**
Accomplishing performance goals through needs-based analysis and
client follow-up
A key part of my role is accomplishing performance goals through
consultative, needs-based analysis and organized follow up with my
clients.
When I first started, I had a lot to learn about the investment
world and compliance standards but I was equipped with the tools
and training I needed to succeed.
**On screen copy:**
Team environment
In my last job, I worked mostly on my own. Here, I get to work in a
team environment every day. I even get some of my best referrals
from my teammates.
And since I work with people in so many different departments, I'm
able to build connections and learn more about other roles.
Everyone here is really supportive of your career growth.
**On screen copy:**
Regular meetings with your manager to make your goals a reality
I meet with my manager on a regular basis to talk about my goals,
and she gives me advice for how to make them a reality.
**On screen copy:**
Trained by the award-winning Academy at Bank of America
2019 Brandon Hall Gold Award for "Best Launch of a Corporate
Learning University"
As a Merrill Financial Solutions Advisor, you will participate in
the award-winning Academy at Bank of America.
From my first day to today, the Academy has equipped me with all
the knowledge, skills and resources I need to be successful.
I'm hoping to move into a leadership role in the future and I feel
I'll be able to make this a reality, thanks to my manager and the
people around me.
And it's that kind of support that makes it so easy to support my
clients every day.
We all have goals. Pursue yours at Bank of America and Merrill.
**On screen copy:**
Learn more: bankofamerica.com/Careers
**On screen copy:**
Bank of America and its affiliates consider for employment and hire
qualified candidates without regard to race, religion, color, sex,
sexual orientation, gender, gender identity, 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 and affirmative action, in accordance with all
applicable federal, state, provincial and municipal laws.
Investment products:
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred
to as "MLPF&S" or "Merrill") makes available certain investment
products sponsored, managed, distributed or provided by companies
that are affiliates of Bank of America Corporation ("BofA Corp.").
MLPF&S is a registered broker-dealer, Member SIPC, and a
wholly-owned subsidiary of BofA Corp.
MLPF&S is a registered broker-dealer, Member SIPC and a wholly
owned subsidiary of Bank of America Corporation.
- 2019 Bank of America Corporation. All rights reserved.
Full time
JR-22091201
Band: H5
Manages People: No
Travel: Yes, 10% of the time
Manager:
Talent Acquisition Contact:
Leigh Ann Mattioli
Referral Bonus:
5000
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 and affirmative action, 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.
To view the "EEO is the Law" poster, CLICK HERE ( .
To view the "EEO is the Law" Supplement, CLICK HERE ( .
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.
To view Bank of America's Drug-free workplace and alcohol policy,
CLICK HERE .
Keywords: Bank of America, Rock Hill , Consumer Investments Financial Solutions Advisor - Rock Hill, SC, Accounting, Auditing , Rock Hill, South Carolina
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