Expoint – all jobs in one place
Finding the best job has never been easier

Jobs in United States, Ohio, Miamisburg

Open vacancies in United States, Ohio, Miamisburg. Working in United States, Ohio, Miamisburg is no longer a dream. Discover leading companies' jobs openings, currently hiring in the most desirable countries with Expoint. Start building your future today, sign up to Expoint and take on the challenge.
Company
Job type
Job categories
Job title
United States
Ohio
Miamisburg
7 jobs found
08.12.2025
BOA

Bank Of America Financial Solutions Advisor Registration Candidate United States, Ohio, Miamisburg

Limitless High-tech career opportunities - Expoint
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...
Description:

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have 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:

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

  • Get training and one-on-one coaching from Academy managers who are invested in your success.

  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

  • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

  • Aptitude in obtaining required industry licenses.

  • Must be self-disciplined in managing time and capacity.

  • Experience in cultivating client relationships, accessing needs and recommending solutions.

  • Success creating strong peer relationships through effective communication and collaboration.

  • Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

  • Executes multiple tasks simultaneously.

  • Learns and adapts to new technology or applications.


Desired Qualifications

  • Currently holds FINRA Securities Industry Essentials (SIE)

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

  • Client Experience Branding

  • Client Solutions Advisory

  • Investment Management

  • Pipeline Management

  • Referral Management

  • Client Management

  • Customer and Client Focus

  • Portfolio Management

  • Prospecting

  • Referral Identification

  • Business Acumen

  • Executive Presence

  • Oral Communications

  • Risk Management

1st shift (United States of America)

Show more
08.12.2025
BOA

Bank Of America Financial Center Manager - North Main Forest Park United States, Ohio, Miamisburg

Limitless High-tech career opportunities - Expoint
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
Description:


This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

  • Develops talent, including proactive sourcing of candidates
  • Manages client traffic, engaging and appropriately routing clients, and fostering client retention
  • Manages business results through formalized management routines and coaching
  • Creates a world class client experience environment
  • Manages market-level initiative prescribed by market leaders
  • Drives operational excellence by engaging employees on business strategy
  • Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
  • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
  • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
  • People Manager & Coach: Knows and develops team members through coaching and feedback.
  • Financial Steward: Manages expenses and demonstrates an owner’s mindset.
  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications:

  • 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
  • Can interpret performance results, find opportunities to drive success and hold others accountable to results
  • Must be able to work weekends and/or extended hours

Desired Qualifications:

  • 1+ years of management experience including hiring, coaching and developing direct reports
  • Experience in financial services and knowledge of financial services industry, products and solutions
  • Experience working in an environment with individual and team goals where goals were routinely met or exceeded
  • Bilingual skills​

Skills:

  • Coaching
  • Customer Service Management
  • Customer and Client Focus
  • Performance Management
  • Talent Development
  • Business Operations Management
  • Recruiting
  • Result Orientation
  • Risk Management
  • Sales Performance Management
  • Inclusive Leadership
  • Leadership Development
  • Prioritization
  • Problem Solving
  • Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more

These jobs might be a good fit

29.05.2025
PNC

PNC Machine Learning Operations Architect ML United States, Ohio, Miamisburg

Limitless High-tech career opportunities - Expoint
Participates in defining functional designs and application systems architecture across all technologies and platforms. Designs an application's technical infrastructure, such as specific databases, programming languages, utilities, and testing approaches. Participates...
Description:
An Machine Learning Ops Architect needs a combination of technical skills, including expertise in machine learning, software engineering, and data engineering, along with strong communication and leadership abilities. They are responsible for designing, implementing, and managing the end-to-end Machine Learning Ops pipeline, implementing Features in Feature store, ensuring models are deployed efficiently, monitored effectively, and maintained throughout their lifecycle.
• Machine Learning: Solid Understanding of ML algorithms, model building, training, and evaluation.
• Feature Store – Experience with offline and online Feature Store
• Software Engineering: Proficiency in programming (Python, Java, etc.), CI/CD pipelines, Docker, Kubernetes, and other software development tools.
• Data Engineering: Experience with data ingestion, storage, processing, and data pipelines.
• Cloud Platforms: Experience with cloud services like AWS, Azure, or GCP. AWS Sagemaker will be preferred.
• Infrastructure as Code (IaC): Proficiency with tools like Terraform or CloudFormation.
• Monitoring and Alerting: Ability to set up and interpret monitoring metrics for model performance and infrastructure health.Job Description
  • Participates in defining functional designs and application systems architecture across all technologies and platforms.
  • Designs an application's technical infrastructure, such as specific databases, programming languages, utilities, and testing approaches.
  • Participates in the assessment of software defects discovered during the quality assurance process.
  • Participates in addressing enterprise-wide platform and technology requirements for applications.
  • Develops detailed programming instructions to solve business problems through automation support.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Competitive Advantages, Customer Solutions, Design, Enterprise Architecture Framework, Machine Learning, Risk Assessments, Technical KnowledgeAnalytical Thinking, Application Development Tools, Industry Knowledge, IT Architecture, Platform Architecture, Products and Services, Service Oriented Architecture Technologies, Software Process Improvement (SPI)Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

Show more

These jobs might be a good fit

07.05.2025
PNC

PNC Service Specialist Senior United States, Ohio, Miamisburg

Limitless High-tech career opportunities - Expoint
Provides technical support and coordination for the Services management function for a specific client or group of clients. Identifies and investigates service-related problems. Implements or escalates corrections as appropriate. Assists...
Description:
As a Service Specialist Sr within PNC's Technology - Home Lending and Operations organization, you will be based in Miamisburg, OH, Pittsburgh, PA, or Philadelphia, PA. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.In this role you will be responsible for supporting the operation of various systems within PNCs Home Lending and Servicing organization, as well as vendor systems associated with these functions. There may be occasional late night or times you will need to be on call for this role.Job Description
  • Provides technical support and coordination for the Services management function for a specific client or group of clients.
  • Identifies and investigates service-related problems. Implements or escalates corrections as appropriate.
  • Assists in defining and deploying problem management processes and procedures for specific clients.
  • Coordinates activities with other service areas and functions. Develops, documents and disseminates process changes and improvements.
  • Participates in problem reviews, root cause analysis, trend analysis and audits.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Change Management, Debugging, Process Improvements, Relationship Building, Root Cause Analysis (RCA), Trend AnalysisEffectiveness Measurement, ITIL (Information Technology Infrastructure Library), ITIL Service Delivery, IT Service Improvement, IT Service Management (ITSM), IT Standards, Procedures & Policies, Problem Solving, Process ManagementRoles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

Show more

These jobs might be a good fit

04.05.2025
BOA

Bank Of America Advisor Development Program - Financial Solutions United States, Ohio, Miamisburg

Limitless High-tech career opportunities - Expoint
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...
Description:

Job Description:

As a
Financial Solutions Advisor within the centralized segment of the Advisor Development Program,your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.

The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.

During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.

We’ll help you

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

  • Get training and one-on-one coaching from Academy managers who are invested in your success.

  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

  • Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.

  • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to

  • Unlimited potential for financial growth.

  • A strong referral base from across the business through our relationship with one in every two households.

  • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

  • Robust marketing support to reach wider audiences with greater appeal.

  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

  • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

We’re a culture that

  • Believes in responsible growth and has a proven dedication to supporting the communities we serve.

  • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

  • Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.

  • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required Qualifications:

  • Displays confidence working in a sales role

  • Builds strong client relationships through effective communication and collaboration

  • Displays a proactive mindset and effective time management

  • Demonstrates a results-driven mindset and prioritizes client interests

  • Identifies appropriate client solutions through application of learnings and new information

  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

  • Learns and adapts to new technology or applications

  • Executes multiple tasks simultaneously

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.

1st shift (United States of America)

Show more

These jobs might be a good fit

27.04.2025
PNC

PNC Senior Software Engineer Java Python Kafka Jenkins Spark United States, Ohio, Miamisburg

Limitless High-tech career opportunities - Expoint
Provides detailed technical design and development of software solutions using existing and emerging technology platforms. Proposes & designs software solutions to address complex business needs. Writes code, tests and deploys...
Description:
As a Senior Software Engineer you will be working on building/enhancing data products in the analytics engineering space, which includes real time data ingestion and engineering components, API enhancements, and/or API development for data serving.
Java, API, Python, Kafka, Spark, Database, Container Platform, Helm, Jenkins, and Git .The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.**PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.**Job Description
  • Provides detailed technical design and development of software solutions using existing and emerging technology platforms.
  • Proposes & designs software solutions to address complex business needs.
  • Writes code, tests and deploys software.
  • Prepares technical and procedural documentation required for software.
  • Maintains and debugs software.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Application Delivery Process, Application Design, Architecture, Application Development Tools, Application Testing, Packaged Application Integration, System Development Life Cycle, Technical Troubleshooting, Technical Writing/DocumentationRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

Show more

These jobs might be a good fit

26.04.2025
PNC

PNC ServiceNow Portfolio Management Product Owner III United States, Ohio, Miamisburg

Limitless High-tech career opportunities - Expoint
Owns the vision and definition of the product. Serves as the voice of the Customer. Ensures the Scrum Team(s) effort is concentrated on the right priorities based on business value....
Description:
Key Responsibilities:
• Define Product Vision and Roadmap
• Stakeholder Management
Act as the primary liaison between business stakeholders, technical teams, and other departments. Gather, prioritize, and document requirements to ensure the product meets user needs and expectations• Product Backlog Management
• Collaborate with Development Teams
• End User Testing
Ensure the quality of deliverables by defining acceptance criteria and coordinating testing phases. Validate that features meet business requirements and function as expected.• Reporting and Analytics
Provide insights on product performance, roadmap progress, and portfolio management metrics. Deliver reports and presentations to senior leadership to drive decision-making• Risk Management
Identify potential risks, dependencies, and blockers and work proactively to address them. Ensure alignment with overall ServiceNow and IT strategy• Training and Support
Job Description
  • Owns the vision and definition of the product. Serves as the voice of the Customer. Ensures the Scrum Team(s) effort is concentrated on the right priorities based on business value.
  • Defines and conveys the vision to the team(s) in order to address client requirements to ensure a successful product for business objectives.
  • Accountable for the creation of and the integrity of the product backlog. Prioritizes and leads grooming of the product backlog.
  • Works closely with the Scrum Master(s) and development team(s), to ensure the right items are focused on during the development process. Primary point of contact for questions from the team(s) and is empowered to make decisions.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.No Required Certification(s)No Required License(s)

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are...
Description:

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have 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:

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

  • Get training and one-on-one coaching from Academy managers who are invested in your success.

  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

  • Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications

  • Aptitude in obtaining required industry licenses.

  • Must be self-disciplined in managing time and capacity.

  • Experience in cultivating client relationships, accessing needs and recommending solutions.

  • Success creating strong peer relationships through effective communication and collaboration.

  • Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

  • Executes multiple tasks simultaneously.

  • Learns and adapts to new technology or applications.


Desired Qualifications

  • Currently holds FINRA Securities Industry Essentials (SIE)

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Skills

  • Client Experience Branding

  • Client Solutions Advisory

  • Investment Management

  • Pipeline Management

  • Referral Management

  • Client Management

  • Customer and Client Focus

  • Portfolio Management

  • Prospecting

  • Referral Identification

  • Business Acumen

  • Executive Presence

  • Oral Communications

  • Risk Management

1st shift (United States of America)

Show more
Open vacancies in United States, Ohio, Miamisburg. Working in United States, Ohio, Miamisburg is no longer a dream. Discover leading companies' jobs openings, currently hiring in the most desirable countries with Expoint. Start building your future today, sign up to Expoint and take on the challenge.