Business Advisor jobs in United States, Arizona, Chandler

We’ll help you:

• Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments

• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant’s investment needs

• Consistently identify participant opportunities and engage key partners as needed

• Ability to grasp and apply complex technical material quickly

Required Qualifications

• Series 7, and 66 or equivalent required

• Passion for excellence and willingness to work to exceed client expectations

• Strong computer skills with an ability to multitask in a fast paced environment

Enterprise 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

Additional Skills Needed:

Account Management

Client Experience Branding

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

Position Description

Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. 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. The Merrill Edge Advisory Center (MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs. As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationships with our existing client base and partnering closely with internal team members when appropriate. The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship.

• Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments
• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
• Adapt to client preferences using a conversational style
• Understand and proactively identify leading indicators of client attrition and mitigate
• Align Merrill Lynch products and services where appropriate
• Consistently identify client opportunities and engage key partners as needed
• Ability to grasp and apply complex technical material quickly
• Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch

" have these skills to be minimally qualified.

• Series 7 & 66 is required(or the equivalent 63 & 65)
• Minimum of 1-2 years financial advisory or investment sales experience
• Passion for excellence and willingness to work to exceed client expectations
• Strong computer skills with an ability to multitask in a fast paced environment
• 1-2 years relevant work experience
• Bilingual Spanish Proficiency required
• Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est.

Desired Skills:

• Capable of effectively operating in a team oriented and highly collaborative environment
• Successful experience and track record achieving sales goals
• Extraordinary interpersonal skills, a strong team orientation and resiliency
• Ability to effectively manage workload
• Superior client service proficiency including excellent verbal, written, and listening skills
• Financial services industry experience
• Strong understanding and ability to communicate the suite of Merrill Lynch products and services
• Bachelor's degree strongly preferred

In this role, you will:

• Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
• Service business customers with their business needs in a branch environment
• Carry out business banking focused functions over the phone
• Present recommendations for resolving more complex situations
• Provide information to colleagues, internal partners, and stakeholders, including customers
• Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
• Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
• Participate in community organizations and build relationships with centers of influence
• Create relationships with branch employees by making introductions to appropriate partners to help meet customers’ broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
• Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
• Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Required Qualifications:

• 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• 1+ year of experience managing a dedicated book of small business customers across assigned territory
• Knowledge and understanding of book of business
• Experience using strong business acumen to provide financial services consultation to small business customers
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Customer service focus with experience handling complex transactions across multiple systems
• Experience building and maintaining effective relationships with customers and internal partners
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to educate and connect customer to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and employees
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer-coaching others
• Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners

Job Expectations:

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website ( ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

Locations:

• 2975 E. Ocotillo Rd., Chandler, AZ

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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

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

Job Description:

help clients and prospective clients with financial needs and goals that are most important to themWith each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship to create a smooth and streamlined experience.

• Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening
• Own management of client issues, research, and communication of resolution
• Demonstrate expert knowledge of internal and regulatory policies, procedures, and processes

Required Qualifications:

• Series 7, and 66 or equivalent (required)
• Minimum of 1-2+ years financial advisory or investment experience in thefinancial service industry and/or a sales environment where goals were met or exceeded
• Passion for excellence and willingness to work to exceed client expectations bycommunicating effectively and confidently while engaging all clients.
• Ability to have, meaningful, consultative conversations with clients to uncover needs and help them towards achieving multiple life priorities and goals.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a fast-paced environment
• Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience

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

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

In this role, you will:

• Lead complex initiatives to provide technological solutions with broad impact for cross functional businesses and technology teams
• Act as a key participant in providing strategic business solutions to companywide technology initiatives
• Evaluate highly complex business problems and provide subject matter knowledge proficiency for technology initiatives
• Define and lead detailed research on business and technology requests to develop efficient and accurate functional requirements
• Make decisions in highly complex and multifaceted situations requiring solid understanding of domain and technology applications, and which influence companywide technology solutions
• Lead project or systems documentation, and monitor and manage project schedules and deliverables
• Collaborate and consult with business and technology teams to provide comprehensive technological solutions for complex business problems
• Ensure communication and information flow between business and technology teams

Required Qualifications:

• 5+ years of Business Systems Data and Business Systems Designing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in contact management technologies across Voice and Chat
• Understanding of IVR/IVA and call routing platforms and softphone (UI), including the ability to maintain and configure customer experiences
• Knowledge of the RCSA Risk Management Framework
• Knowledge of the Enterprise Third Party Risk Management framework
• Ability to consult, build, and maintain solid working relationships across all organizational levels
• Demonstrated team collaboration across resources from business, technology, and architecture
• Experience in problem solving & analysis working with end users to solicit requirements and current state analysis
• Experience in Agile methodology as it relates to product delivery, user story writing / creation – ability to create detailed user stories from the perspective of the user while detailing all requirements in acceptance criteria
• Experience working in financial products across card products, lending, and banking
• Demonstrated technical acumen to allow for independent analytical research
• Strong analytical skills with high attention to detail and accuracy
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Advanced Microsoft Office (especially Excel and PowerPoint) skills

Job Expectations:

• Ability to travel up to 10% of the time

• 301 S Tryon St, Charlotte, NC28282
• 1801 Park View Dr, Minneapolis, MN55126
• 2700 S Price Rd, Phoenix, AZ85286
• 4101 Wiseman Blvd, San Antonio, TX78251
• 1301 Solana Blvd, Dallas, TX76262
• 7000 Vista Dr, Des Moines, IA50266
• 7711 Plantation Rd, Roanoke, VA 24019
• 2200 Concord Pike, Wilmington, DE19803

Minneapolis, MN - $119,000 - $187,000

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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

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