דרושים Solutions Consultant ב-United States, Pennsylvania, Philadelphia
Bank Of America Financial Solutions Advisor Registration Candidate United States, Pennsylvania, Philadelphia
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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:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Monday – Fridays and rotating Saturdays
1st shift (United States of America)These jobs might be a good fit
Palo Alto Solutions Consulting Manager United States, Pennsylvania, Philadelphia
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Being the cybersecurity partner of choice, protecting our digital way of life.
Your Impact
Recruit and hire new Solutions Consultants into the territory, hiring the best talent in the industry
Responsible for training, mentoring, and reviewing employees on your team, keeping them engaged and successful in their careers
Support field Solutions Consultant team in complex evaluations, problem-solving and challenging customer environments
Leads and coaches team on successful technical validation efforts based on best practices to ensure technical win in assigned opportunities.
Define, create and monitor individual development plans for your team
Works closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions.
Provide effective technical leadership in customer interactions to include sharing security trends and standard methodologies employed by other customers to actively be part of the selling process
Drive Palo Alto Networks Platformization efforts within your accounts.
Work closely with the Domain Specialist Manager to ensure optimal use of resources and align the required resources to the projects you are handling
Act as an escalation point to collaborate with pre-sales and post-sales teams for any issues that arise
Build and maintain relationships with key customers to solidify reference accounts and to assist the account teams with defining plans to drive more business
Present to customers as our expert in your area at all levels in the customer hierarchy from technician to CIO
Discuss competitor products in the marketplace and positions ours as the best alternative
Working with Product Management, Technical Marketing, and R&D to build requirements and product features for our large customers and provide feedback from customers
50-75% travel within the region
Work with your sales counterpart (DSM) to develop a technical strategy that accelerates growth. Identify key verticals, markets, use cases, and solutions to focus on, and devise a comprehensive strategy and engagement model tailored to your region or district.
Your Experience
Experience as a pre-sales System Engineer Manager
Experience as a Senior System Engineer/Specialist
Industry knowledge of security product market trends and directional awareness of our roadmap and technology development efforts, knowledge of competitor offerings and products
Knowledge of how to deliver comprehensive security solutions to Palo Alto Networks customer base
Experience in selling, designing, implementing or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies
Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions
Strong communication (written and verbal) and presentation skills
Quota driven attitude focused on client's best solution by being a trusted advisor
Proficient in English
Compensation Disclosure
The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $224000 - $308000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .
All your information will be kept confidential according to EEO guidelines.
These jobs might be a good fit
Palo Alto Solutions Consulting Manager United States, Pennsylvania, Philadelphia
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Being the cybersecurity partner of choice, protecting our digital way of life.
Your Impact
Recruit and hire new Solutions Consultants into the territory, hiring the best talent in the industry
Responsible for training, mentoring, and reviewing employees on your team, keeping them engaged and successful in their careers
Support field Solutions Consultant team in complex evaluations, problem-solving and challenging customer environments
Leads and coaches team on successful technical validation efforts based on best practices to ensure technical win in assigned opportunities.
Define, create and monitor individual development plans for your team
Works closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions.
Provide effective technical leadership in customer interactions to include sharing security trends and standard methodologies employed by other customers to actively be part of the selling process
Drive Palo Alto Networks Platformization efforts within your accounts.
Work closely with the Domain Specialist Manager to ensure optimal use of resources and align the required resources to the projects you are handling
Act as an escalation point to collaborate with pre-sales and post-sales teams for any issues that arise
Build and maintain relationships with key customers to solidify reference accounts and to assist the account teams with defining plans to drive more business
Present to customers as our expert in your area at all levels in the customer hierarchy from technician to CIO
Discuss competitor products in the marketplace and positions ours as the best alternative
Working with Product Management, Technical Marketing, and R&D to build requirements and product features for our large customers and provide feedback from customers
50-75% travel within the region
Work with your sales counterpart (DSM) to develop a technical strategy that accelerates growth. Identify key verticals, markets, use cases, and solutions to focus on, and devise a comprehensive strategy and engagement model tailored to your region or district.
Your Experience
Experience as a pre-sales System Engineer Manager
Experience as a Senior System Engineer/Specialist
Industry knowledge of security product market trends and directional awareness of our roadmap and technology development efforts, knowledge of competitor offerings and products
Knowledge of how to deliver comprehensive security solutions to Palo Alto Networks customer base
Experience in selling, designing, implementing or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies
Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions
Strong communication (written and verbal) and presentation skills
Quota driven attitude focused on client's best solution by being a trusted advisor
Proficient in English
Compensation Disclosure
The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $224000 - $308000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .
All your information will be kept confidential according to EEO guidelines.
These jobs might be a good fit
Boston Scientific Clinical Specialist Interventional Solutions - Philadelphia ... United States, Pennsylvania, Philadelphia
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About the Role
In this role, you’ll drive sales revenue beyond divisional goals while identifying and cultivating new business opportunities aligned with our strategic vision. You’ll collaborate across teams, maintain clinical expertise, and stay informed on products, programs, and market dynamics. Your ability to navigate both hospital and office-based settings with confidence and creativity will be key to overcoming challenges and delivering results.
Key Responsibilities
- Build trusted relationships with physicians and nurses through training, education, and promotion of cutting-edge technologies
- Cultivate connections across multiple stakeholders within the healthcare ecosystem
- Establish and maintain strategic relationships in key accounts, aligning actions with organizational goals
- Develop and execute quarterly business plans to meet revenue targets and business objectives
- Identify and pursue new business opportunities that reflect the company’s vision and priorities
- Collaborate with internal cross-functional teams to drive business outcomes
- Demonstrate clinical excellence in relevant disease states
- Stay current on Boston Scientific products, programs, and competitive landscape
- Adapt to change and thrive in a dynamic, fast-paced environment
- Manage territory with integrity and in compliance with our Code of Conduct
- Utilize tools such as Salesforce, Tableau, and other sales enablement platforms
- Conduct all sales activities in accordance with Travel & Entertainment (T&E) guidelines, AdvaMed policies, and company integrity standards
Required Qualifications
- Minimum 5 years of direct sales experience
- Bachelor’s degree
- Proven track record of sales success
- Strong oral and written communication skills
- High initiative and creativity; ability to meet deadlines with minimal supervision
- Willingness to travel 1–2 overnights per week
Preferred Qualifications
- Minimum 5 years of medical device sales experience
- Demonstrated leadership capabilities
- Experience selling in hospital, ambulatory surgery center (ASC), and office-based settings
- Familiarity with local Integrated Delivery Network (IDN) and Group Purchasing Organization (GPO) contracts
- Ability to present a compelling value proposition with both financial and clinical impact
- Experience selling disruptive technologies
- Background in consultative sales
- Proficiency with CRM tools
The anticipated annualized base amount or range for this full time position will be, plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.
For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.
Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.
Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law.
These jobs might be a good fit
Boston Scientific Regional Manager Interventional Solutions - Philadelphia PA United States, Pennsylvania, Philadelphia
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Your responsibilities will include:
- Knowledge: Responsible for providing continuous tools and education to team members to ensure up to date industry, competitor and product knowledge; Maintains knowledge of the industry and the competition by continually seeking information from physicians, suppliers, insurance carriers and others to challenge, modify and prioritize regional strategies; Collects data from their region on competitor’s sales tactics and prepares their team to counter them and keeps the marketing organization aware; Maintains awareness of industry trends and their impact on local/regional sales activities.
- Business Management: Monitors region sales performance on an ongoing basis, initiating corrective actions, preparing reports, summaries, analysis and documentation on all aspects of region management; Assists sales support/marketing staff members in activities such as sales promotion, training or market research in planning and executing special projects; Ensures the effective implementation of representative customer records, key contacts, reports and company policies; Develops and executes sales strategies and activities; Plans and controls expenses to ensure sales objectives are met within budget; Performs a monthly forecasting review; Integrates individual territory plans and account profiles into a broader regional sales plan and coaches sales team accordingly; Conducts quarterly sales reviews and adjusts strategies accordingly.
- Selling Skills: Prepares quarterly regional sales forecasts and participates in the determination of market potential and sales expense estimates; Identifies sales forecast gaps, submits corrective strategies and implements aggressive sales growth; Confers with immediate superior in the development of marketing policy, recommending product and product line revisions as well as pricing changes; Develops and recommends expansion analysis of new field territories; Responsible for developing, implementing and monitoring a region targeting program; Identifies and recommends promotion programs and materials to help support the sales plan and strategy; Shares personal selling experiences in a way that motivates others and teaches applicable skills; Coaches others in the field on a disciplined selling model; Models strong selling skills in front of the customer with others present and without taking over the sales process; Actively supports corporate/divisional selling initiatives by proactively assisting in the training and influencing their team.
- Clinical Excellence: Maintains the skills and knowledge to sell the entire product line to all applicable buying influences and can differentiates each product line against the competitor’s products in front of the customer.
- Creative Economic and Value-Added Solutions: Identifies and develops working relationships with the economic buyer in their regions key accounts; Facilitation of contract negotiations involving all products within the region; Creates a compete “bundle” of product and value-add services; Evaluates situations as they affect both the account/customer, as well as the division’s overall long and short-term business needs; Helps define negotiation parameters for tough economically constrained customer situations.
- Building and Maintaining Relationships: Maintains contact with major accounts and key relationships seeking to leverage them into profitable business ventures; Assist key customers in the creation, maintenance, expansion and startup of Watchman related educational courses and forums; Attend and participate in customer, company and industry sponsored forums and courses; Develop and maintain relationships with key BSC functional areas including but not limited too - National Accounts, marketing, finance, corporate programs; Spends time in the field with multiple field sales personnel to support their professional development needs and to maintain and develop strong relationships and understanding of the customer. Responsible for recruiting, coaching and developing organizational talent. Fosters a diverse workplace that enables all participants to contribute to their full potential in pursuit of organizational objectives.
- Hiring & Building Organizations: Responsible for hiring and building out their defined geography. Brings diverse perspective. Evaluates multiple candidate pools and recruiting methods. Creates inclusive culture. Builds team foundational skills. Leads onboarding of new team members.
Required qualifications:
- A four-year degree with a background (7-10+ years) in sales and a proven track record of success will help in making this position a successful team approach to selling in the catheterization lab and to our physicians.
- Strong clinical, analytical, and selling skills are a must in this position.
- Highly motivated, high impact individual with strong technical, analytical and leadership competencies to work effectively in a sales organization.
- Highly detailed oriented, possess excellent written and verbal communication skills.
- Strong project management skills, including effectively managing multiple priorities.
- Candidate must have experience working successfully within a matrix organization, effectively influencing cross-functionally, across divisions and at various levels of management.
- Travel requirements
Preferred qualifications:
- Direct experience in Structural Heart products.
- Sales management experience.
- Proven sales team development.
- P&L responsibility.
- MBA or graduate degree in related field.
The anticipated annualized base amount or range for this full time position will be$90,000, plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.
For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.
Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.
Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law.
These jobs might be a good fit
Bank Of America Financial Solutions Advisor -Greater Philly market United States, Pennsylvania, Philadelphia
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Job Description:
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
• Monday – Fridays and rotating Saturdays
Required Qualifications:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
1st shift (United States of America)These jobs might be a good fit
EY Digital Quality Transformation - Staff Consultant Life Scien... United States, Pennsylvania, Philadelphia
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The Life Sciences Risk Consulting Services team focuses on biotechnology, pharmaceutical, medical device manufacturers, and the medical technology industry. You will be an integral part of this team helping clients identify, manage, and respond to risks while accelerating performance and maintaining growth. Our team advises clients on aligning risk and business objectives from strategy to execution, and improving coordination of risk activities across the organization for better outcomes. This involves working with life sciences clients to develop business processes, and design and implement systems to effectively manage these areas governed by the FDA and similar regulatory bodies globally:
- Quality Management Systems (including complaint management, CAPAs, deviations, change control, quality audit management, supplier quality management, etc.)
- Regulatory Affairs (regulatory submissions, Health Registration Management, etc.)
- Laboratory Information Management Systems
- Computer Systems Validation (following a GxP system development lifecycle)
Your key responsibilities
Your time will be spent supporting client engagement teams to deliver projects in the life sciences domain, including:
- Implementation of QMS, DMS, Safety, LIMS, and RIM systems (e.g. Veeva, Trackwise, EtQ Reliance, Argus, Calyx) in the roles of business process analyst, technical writer, project manager, computer systems validation, and other business / project roles associated with delivery and execution.
- Implementation of validation lifecycle management systems (e.g. ValGenesis, Kneat)
- Design and execution of QMS and Regulatory processes.
- Performing computer systems validation activities as part of a service.
- Performing Quality audits of client processes within the QMS area.
You will also be expected to work on teams to consistently deliver quality client services by demonstrating in-depth technical capabilities and professional knowledge, and maintaining long-term client relationships.
Full time employment, Travel required up to 60%.
Skills and attributes for success
- Performing large-scale implementations with consistent high quality delivery
- Driving high-quality work products within expected timeframes and on budget
- Ability to monitor progress, manage risk, and ensure key stakeholders are kept informed about progress and expected outcomes
- Staying abreast of current industry trends relevant to the client’s business
- Effectively working on teams with diverse skills and backgrounds
- Fostering an innovative and inclusive team-oriented work environment
- Demonstrating deep technical capabilities and professional knowledge
To qualify for the role you must have
- A bachelor’s or master’s degree in Computer Science, Biomedical Engineering, Quality Engineering, Manufacturing or a related field and at least three years of related work experience.
- 1+ years of Life Sciences work experience, including working with Life Science regulatory statutes, GxP business processes or system validations, risk management or compliance programs or integration of risk management functions.
Ideally, you’ll also have
Experience in implementing Veeva Vaults (Quality, Clinical, Regulatory, Safety), LIMS, and/or Validation Lifecycle Management Systems
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $73,900 to $121,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $88,700 to $138,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
Share
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:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Monday – Fridays and rotating Saturdays
1st shift (United States of America)These jobs might be a good fit
