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Business Advisor jobs in United States, Pennsylvania, West Whiteland Township

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Job title (1)
United States
Pennsylvania
West Whiteland Township
51 jobs found
08.12.2025
BOA

Bank Of America Financial Solutions Advisor Registration Candidate- Southern... United States, Pennsylvania, West Whiteland Township

Limitless High-tech career opportunities - Expoint
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...
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:

  • 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)

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07.12.2025
BOA

Bank Of America Financial Solutions Advisor -Suburban Philly Market United States, Pennsylvania, Upper Merion Township

Limitless High-tech career opportunities - Expoint
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...
Description:

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

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)

Show more

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23.11.2025
WP

West Pharma Director Digital Business Integration United States, Pennsylvania, West Whiteland Township

Limitless High-tech career opportunities - Expoint
This position will join a team of transformation leaders to streamline processes and harmonize systems, while enhancing data governance across multiple platforms. The role collaborates closely with business units to...
Description:
Job Summary
  • This position will join a team of transformation leaders to streamline processes and harmonize systems, while enhancing data governance across multiple platforms. The role collaborates closely with business units to align their objectives with West’s technology strategy, which focuses on enabling a secure and sustainable digital infrastructure. This involves eliminating the proliferation of disconnected technology deliveries and ensuring consistent, structured execution.
  • As Director, Digital Business Integration for Corporate Functions (HR, Legal, HSE, Finance, and Corporate Development) , this leader will serve as a strategic partner and liaison; bridging business needs with technology solutions, while driving alignment, consensus, and adoption across global functions.
Essential Duties and Responsibilities
  • Align business and technology strategies to enable faster, more effective deployment of digital solutions primarily for West's Corporate Functions.
  • Standardize and harmonize processes and data across functions and regions, creating a single source of truth and significantly reducing operational complexity.
  • Provide independent focus on optimization and efficiency , minimizing the impact of functional silos and avoiding day-to-day operational distractions.
  • Enhance agility and responsiveness , enabling faster adaptation to organizational changes, market dynamics, and business needs.
  • Shape and execute West’s digital strategy , ensuring alignment between enterprise transformation goals and the evolving technology landscape, while driving innovation in support of business priorities.
  • Partner with leaders across HR, Legal, HSE, Finance, and Corporate Development to ensure technology investments deliver measurable value and are fully integrated into functional strategies.
  • Act as a champion for process discipline, data governance, and risk management ; ensuring compliance with global standards while enabling flexibility for local needs.
Additional Responsibilities
  • Manage a team of around five resources with expertise in digital finance, procurement, and human resources.
Education
  • Bachelor's degree in business administration, accounting, information systems, or related fields, or equivalent experience
Work Experience
  • Minimum 10 years of experience in project execution, process design, and/or systems implementation
  • Experience with SAP (S/4HANA preferred), specifically with Financial Accounting, Controlling, and Human Capital Management modules.
  • Experience in the integration of SAP FICO module with HR Systems.
  • Experienced business partner with a strong track record of collaboration with C-level executives
Preferred Knowledge, Skills and Abilities
  • Strong knowledge of and experience with leading practice budgeting, forecasting, analytics, and accounting principles for the typical business processes of a Life Sciences manufacturing company (Order to Cash, Procure to Pay, Record to Report, Hire to Retire, etc.).
  • Ability to manage change effectively, including strong interpersonal communication skills that can be adapted to various levels of the organization.
  • Experience with Agile project management framework, including setting goals, creating sprint plans, tracking progress, and holding teams accountable for timely delivery.
  • Experience and/or training in Generative Artificial Intelligence and Machine Learning, SAP BW/BI, Microsoft Power BI, and other tools in the Microsoft Fabric Platform or similar tools for process automation.
  • Ability to lead cross-functional teams collaboratively, encouraging resilience and maintaining a positive mindset.
  • Comfort with ambiguity and the ability to logically structure issues and recommend best practice solutions.
  • Mindset focused on continuous learning to maintain knowledge of industry trends, new technologies, and evolving best practices.
  • Support the legal team’s IT needs, including compliance-focused solutions, secure document management, and data governance processes that strengthen risk management and audit readiness.
  • Drive user adoption of digital tools and platforms by building strong partnerships with business stakeholders, promoting collaboration, and ensuring that solutions are practical, intuitive, and value driven.
Additional Requirements
  • Use of written and oral communication skills
  • Read and interpret data, information, and documents
  • Observe and interpret situations, analyze and solve problems
  • Ability to make independent and sound judgements
  • Must maintain the ability to work well with others in a variety of situations
  • Must be able to multi-task, work under time constraints, solve problems, and prioritize activities
  • Position operates in a professional office environment. May sit or stand for extended periods of time
  • This role routinely uses standard office equipment such as computers, phones, and photocopiers
Physical Requirements
Sedentary-Exerting up to 10lbs/4kgs of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
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22.11.2025
WP

West Pharma Senior Manager Digital Business Integration Finance United States, Pennsylvania, West Whiteland Township

Limitless High-tech career opportunities - Expoint
Identify deployment site requirements and solutions within our global SAP template; define gaps and design solutions, with the support of system architects, where required. Train new users in global processes...
Description:
Essential Duties and Responsibilities
  • Identify deployment site requirements and solutions within our global SAP template; define gaps and design solutions, with the support of system architects, where required
  • Train new users in global processes in coordination with Subject Matter Experts
  • Coordinate and support the execution of user acceptance testing and data conversion validation
  • Lead workshops and interviews with Subject Matter Experts to identify transformation opportunities
  • Manage the transformation portfolio within the Agile framework, linking opportunities to leadership priorities
  • Develop, track, and report metrics to articulate change benefit realization
  • Lead both direct reports and subject matter experts who work in other departments and functions
  • Collaborate with Digital & Transformation team to design and implement resilient business processes enabled by supporting technologies
  • Define and communicate change impacts to Finance processes, systems, and structures, and support peer leaders to drive stakeholder engagement, communication, and acceptance of change
  • Other duties as assigned
Education
  • Bachelor’s degree in Accounting, Information Systems, or related fields, or equivalent experience
Work Experience
  • Minimum 8 years of experience in project execution, process design, and/or systems implementation
  • Experience with SAP (S/4HANA preferred), specifically with Financial Accounting and Controlling modules
Preferred Knowledge, Skills and Abilities
  • Strong knowledge of and experience with leading practice budgeting, forecasting, analytics, and accounting principles for the typical business processes of a Life Sciences manufacturing company (Order to Cash, Procure to Pay, Record to Report, etc.)
  • Ability to manage change effectively, including strong interpersonal communication skills that can be adapted to various levels of the organization
  • Experience with Agile project management framework, and ability to set goals, create sprint plans, track progress, and hold team members accountable for timely delivery
  • Experience and/or training in Generative Artificial Intelligence and Machine Learning, SAP BW/BI, Microsoft Power BI, and other tools in the Microsoft Power Platform or similar tools for process automation
  • Ability to lead cross-functional teams collaboratively, encouraging resilience and maintaining a positive mindset
  • Comfort with ambiguity and the ability to logically structure issues and recommend best practice solutions
  • Mindset focused on continuous learning to maintain knowledge of industry trends, new technologies, and evolving best practices
Physical Requirements
Sedentary-Exerting up to 10lbs/4kgs of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
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22.11.2025
WP

West Pharma Director HR Business Partner United States, Pennsylvania, West Whiteland Township

Limitless High-tech career opportunities - Expoint
In this role, you will serve as a trusted senior HR advisor and partner to the assigned management teams (Global Supply Chain, Global Engineering and West’s Integrated Systems Operating Unit(s))....
Description:

Job Summary
  • In this role, you will serve as a trusted senior HR advisor and partner to the assigned management teams (Global Supply Chain, Global Engineering and West’s Integrated Systems Operating Unit(s)).
  • You will be responsible for a wide range of HR activities, including Employee Lifecycle Management, Employee Relations, Training, Culture and Engagement, Performance Management, Compensation, and Benefits, while collaborating with teams such as Compensation, Payroll, and Talent Acquisition as needed.
  • The successful candidate will demonstrate strong leadership and communication skills to drive organizational alignment, set priorities, and deliver results. You will also ensure that people strategies (attraction, retention, development, and skills alignment) are aligned with business needs and support effective execution.
Essential Duties and Responsibilities
  • Develop and execute HR solutions for assigned client groups, aligned with West’s mission, vision, and enterprise objectives. Gain a strong understanding of business challenges and human capital needs to actively contribute to strategy development.
  • Provide leadership, direction, and expertise on complex matters including performance management, succession planning, employee relations, terminations, culture, recruitment & selection, onboarding, organization design, learning, compensation, employee engagement, and workforce planning:
    • Provide guidance and input on restructures, workforce planning, and succession planning.
    • Proactively coach, advise, and counsel on performance management issues.
    • Monitor employee engagement and help design programs and events that build motivation, retention, and overall talent management.
    • Address and resolve complex employee relations concerns, including conducting thorough and objective investigations.
    • Serve on committees developing employee programs, processes, and procedures, and support their implementation.
    • Partner with Talent Acquisition to attract and retain talent, including approval of offers.
  • Leverage HR analytics and technologies to improve efficiency, provide meaningful data for decision-making, and support West’s growth in a dynamic industry.
  • Support implementation of compensation programs and annual planning in collaboration with Total Rewards. Advise leaders on compensation-related matters, ensuring alignment with company policies and market competitiveness.
  • Collaborate with peers across the US and globally to harmonize HR best practices.
  • Participate in and contribute to strategic forums, providing HR data, analytics, and guidance (e.g., annual strategic planning, workforce planning, budgeting processes).
  • Maintain awareness of external and internal HR trends and provide strategic solutions that add value to the business.
  • Continually assess HR-related business needs and provide proactive, solution-oriented consultation to client groups for both immediate and long-term requirements.
  • Serve as a change champion, ensuring effective communication and feedback loops to support smooth transitions.
Education
  • Bachelor's Degree in Business Administration, Human Resources or equivalent experience required
  • Master's Degree MBA preferred
Work Experience
  • Minimum 10 years of relevant HR experience in senior leadership role (strategic and operational) required
  • Experience within a global organization preferred
Preferred Knowledge, Skills and Abilities
  • Strong business acumen and ability to assess HR implications of business priorities
  • Proven leadership and collaboration skills to motivate and challenge individuals and teams
  • Ability to build, lead, and integrate effective people management programs within a business
  • Proficiency in Microsoft Office
  • Team player with strong interpersonal and communication skills
  • Demonstrated decision-making and problem-solving skills
  • High level of professional and ethical standards
  • Experience working in international, cross-functional environments
  • Expertise in organization development, HR, training, performance management, and talent planning
Additional Requirements
  • Strong written, verbal, and presentation skills, including the ability to make quick, sound decisions
  • Excellent organizational skills to plan, prioritize, and achieve goals
  • Ability to multi-task, work under time constraints, and problem-solve effectively
  • Operates in a professional and sedentary office environment, with routine use of computers and phones
  • Must be able to work collaboratively and maintain strong working relationships across the organization
License and Certifications
  • Human Resources\PHR or SHRM-CP SHRM and or PHR Upon Hire preferred
Physical Requirements
Sedentary-Exerting up to 10lbs/4kgs of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
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22.11.2025
WP

West Pharma VP Commercial & Business Development United States, Pennsylvania, West Whiteland Township

Limitless High-tech career opportunities - Expoint
Overall ownership and accountability for developing, leading and driving new business development for DDD OU product platforms for identified strategic accounts to achieve revenue growth targets for commercial and product...
Description:
Essential Duties and Responsibilities
  • Overall ownership and accountability for developing, leading and driving new business development for DDD OU product platforms for identified strategic accounts to achieve revenue growth targets for commercial and product development sales.
  • Advance the vision for strategic partnerships and customer opportunities as the SME for device services offerings, for all direct assigned accounts and regions. Establish business development programs including early adopter customers, target service levels, and CDAs (Customer Development Agreements).
  • Responsible for driving the prospecting and lead development, monitoring sales and funnel performance. Lead and support customer facing teams in key customer interactions/strategic partnerships throughout the selling journey including critical customer/strategic collaboration, presentations, post-sales leadership and problem solving to deliver on revenue and growth targets.
Education
  • Bachelor's in Engineering, Science or Business-related discipline
Work Experience
  • Minimum 15 years of experience in B2B, Combination Products, Business Development, Product/Program Management.
  • Indepth knowledge and experience in pharmaceutical/medical device technical development, sales, marketing or related business.
  • Experience in successfully leading global multi-functional or cross-functional teams, in developing cohesive relationships and producing strong business results.
  • Excellent communication/negotiation/influencing skills and strong customer focus.
  • Excellent commercial and financial acumen.
  • Self-starter, highly motivated and ability to work independently with little or no daily supervision.
Preferred Knowledge, Skills and Abilities
  • MBA or master’s degree preferred
  • Background with a good technical understanding and knowledge of Combination products, medical device qualification, primary packaging, Regulatory requirements and Program Management.
  • Significant leadership team experience and executive leadership exposure.
Physical Requirements
Sedentary-Exerting up to 10lbs/4kgs of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
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These jobs might be a good fit

19.11.2025
BOA

Bank Of America Financial Solutions Advisor -Peddler 's Village Center United States, Pennsylvania, Buckingham Township

Limitless High-tech career opportunities - Expoint
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...
Description:

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)

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
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...
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:

  • 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)

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Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Business Advisor job opportunities in the United States, Pennsylvania, West Whiteland Township area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.