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West Covina
277 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 Relationship Banker - Palm Beach North Market United States, Florida, West Palm Beach

Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Description:

Job Description:

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilitiesRequired Qualifications:
• 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 new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• 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.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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07.12.2025
BOA

Bank Of America Relationship Banker - Palm Beach South Market United States, Florida, West Palm Beach

Limitless High-tech career opportunities - Expoint
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Description:

Job Description:

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilitiesRequired Qualifications:
• 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 new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• 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.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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23.11.2025
WP

West Pharma Operator Production HOR 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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23.11.2025
WP

West Pharma Quality Project Manager United States, Pennsylvania, West Whiteland Township

Limitless High-tech career opportunities - Expoint
Lead the initiative to standardize quality systems between multiple sites. Identify best practices and ensure roll out to relevant sites. Organize and generate detailed quality information reports to show trends...
Description:
Job Summary

In this role, the Quality Project Manager will support the standardization of QMS process and data management across the organization. This position will lead the development and deployment of quality maturity, QMS improvements and quality cost related measures, evaluations, performance, and initiatives. This position will coordinate activities associated with quality maturity including continuous improvement projects relating to sustaining engineering activities, development of new methods/processes for product evaluation and product development activities through a standardized approach. In addition, this position will deploy highly capable, predictive, effective, and efficient quality cost metrics for West Pharmaceuticals. This position will also be responsible for leading and executing cost improvement initiatives, follow up assessments and action oversight.

Essential Duties and Responsibilities
  • Lead the initiative to standardize quality systems between multiple sites. Identify best practices and ensure roll out to relevant sites.
  • Organize and generate detailed quality information reports to show trends and the impact of process improvements.
  • Create repeatable methods to assess, measure and communicate the overall quality of a project and deliver key metrics to assess the overall improvement.
  • Establish and lead cross functional quality related meetings to review and discuss performance, status and prompting necessary actions as required.
  • Manage goals and metrics for Quality teams/initiatives to adequately monitor the overall effectiveness of the teams/initiatives.
  • Work with project managers, engineering team, and platform management to develop plans to implement improvement projects.
  • Ensures teams work closely with product development, supplier/contractors, design, quality, regulatory teams in order to establish standardized KPIs.
  • Work within Quality or across West Divisions to triage Customer Operational difficulties, define root cause(s), and coordinate the implementation of corrective and preventive actions to preclude recurrence related to quality improvements and quality maturity.
  • Manage or contribute to both corporate and facility driven initiatives intended to meet defined objectives.
  • Support front room and or backroom responsibilities during external audits. Including post audit activities, if required.
  • Responsible for assembling a project team, assigning individual responsibilities, identifying appropriate resources needed, and developing schedules to ensure timely completion of project.
  • Record detailed customer requirements, constraints, and assumptions with stakeholders in order to establish the project deliverables.
  • Responsible for project budget estimation, monitoring, and attainment throughout the project lifecycle.
  • Ensure a common understanding by setting expectations in accordance with the project plan in order to align the stakeholders and team members.
  • Lead the identification, assessment, monitoring, and closure of project risks throughout the project lifecycle.
  • Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques in order to keep the project plan accurate, updated, and reflective of authorized changes to facilitate customer acceptance.
  • Responsible to improve team performance by building team cohesiveness, leading and motivating in order to facilitate cooperation, ensure project efficiency, and boost morale.
  • Measure project performance using appropriate tools and techniques in order to monitor the progress of the project, identify and quantify any variances, perform any required corrective actions, and communicate to all stakeholders.
  • May coordinate the activities of one or more exempt and/or non-exempt employees.
  • All other duties as required.
Education
  • Bachelor's Degree in Science, Engineering or related field
Work Experience
  • 8+ years of relevant work experience required
Preferred Knowledge, Skills and Abilities
  • 5+ years’ experience in pharmaceutical or medical device environment.
  • 2+ years’ experience in a Quality role.
  • ASQ CQE certification desirable.
  • Deep knowledge of quality processes such as CAPA, complaint management, risk management, root cause analysis, statistical sampling plans, FMEA/Fault Tree Analysis, Design Optimization using DOE, Hardware Reliability, Software Reliability, and Design Controls including Design Verification/Validation.
  • Knowledge of ISO 9001:2008, ISO 13485, 21 CFR 820, 21 CFR 210 & 211, cGMP, cGLP.
  • Ability to manage direct report(s), work independently and in a team environment.
  • Demonstrate innovativeness in tactical matters relating to proposing alternate solutions for process improvement.
  • Experience in FDA regulated environment, pertinent to ISO 13485 is preferred.
  • Experience with SAP is preferred.
  • Support and contribute to Lean Sigma programs and activities towards delivery of the set target.
  • Able to comply with the company’s safety policy at all times.
  • Able to comply with the company’s quality policy at all times.
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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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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23.11.2025
WP

West Pharma Senior Regulatory Affairs Specialist United States, Pennsylvania, West Whiteland Township

Limitless High-tech career opportunities - Expoint
Develop and implement medical device regulatory strategies for West’s administration and safety system product portfolio with an emphasis on gaining regional regulatory approval/clearance/licensure for medical devices in an efficient, compliant...
Description:

Job Summary

The Sr. Specialist, Regulatory Affairs, Medical is responsible for influencing department regulatory processes and procedures, developing strategies, authoring, reviewing, and supporting global registrations, including Premarket Notifications, China NMPA Registrations, Technical Documentation for CE Marking, and technical packages. The Sr. Specialist ensures timely and high-quality execution of all regulatory deliverables.  In addition, the Sr. Specialist mentors team members and ensures compliance with West Pharmaceutical Services, Inc. (West) and government requirements. This position includes supporting internal and external customer regulatory requests.

Essential Duties and Responsibilities
  • Develop and implement medical device regulatory strategies for West’s administration and safety system product portfolio with an emphasis on gaining regional regulatory approval/clearance/licensure for medical devices in an efficient, compliant manner.
  • Author and review US, EU, and additional international submissions with guidance for new products and product changes as required to ensure content accuracy, compliance with applicable regulations, and timely approvals for market release.
  • Provide technical review of data and or reports to be incorporated into regulatory submissions to ensure scientific rigor, accuracy, and clarity of presentation.
  • Provide leadership to cross functional teams for regulatory issues and questions.
  • Compile and maintain regulatory documentation databases or systems as well as technical documentation required for new or modified products.
  • Create documentation in response to customer regulatory requests which includes regulatory letters, technical packages, etc.
  • Clearly and effectively communicate team/project progress/status, decisions, timelines, etc. to RA management, internal and external customers.
  • Develop specific objectives and manage work assignments, with minimal guidance to achieve personal objectives in conformance with overall business goals
  • Adhere to all applicable government and West regulations, practices, and procedures to maintain compliance
  • Maintain working knowledge of computer software packages including MS Word, MS Excel, MS Teams, MS PowerPoint, Master Control, Adobe, SharePoint, and others as required
Education
  • Bachelor’s degree or equivalent experience is required
  • Master’s degree or PhD in science, math, engineering, or related discipline preferred
Work Experience
  • Minimum 5 years of relevant experience
  • 2+ years of medical device regulatory experience preferred
  • Experience with US FDA regulations (Title 21CFR820), EU MDD (93/42/EEC) and EU MDR (2017/745)
  • History of successful international device registration,EU MDR technical documentation and/or US 510(K) authoring experience
  • Advanced knowledge of ISO 13485
  • Advanced knowledge of product life cycle, product development process, design control and change control
  • Experience interacting with government agencies
  • Excellent oral communication, technical writing, and decision-making skills
Preferred Knowledge, Skills and Abilities
  • Attention to detail with planning, time management and organizational skills
  • Regulatory compliance competency including Quality Systems
  • Experience with administration and safety systems preferred
  • Ability to triage and manage work priorities and to follow established processes while identifying areas for process improvement.
Additional Requirements
  • Ability to comprehend principles of math, science, engineering, and medical device use.
  • Ability to handle technical reports, drawings, specifications, regulatory and quality documentation with a high degree of confidentiality.
  • Ability to research, read, analyze, and interpret regulatory literature and documentation, regulations, technical standards, guidance documents, test reports, clinical/medical terminology, technical product information, and complex documents.
  • Ability to review, collate, describe, and summarize scientific and technical data.
  • Ability to organize complex information and combine pieces of information to form general rules or conclusions.
  • Ability to utilize judgment and make decisions considering the relative risks and benefits of potential actions to choose the most appropriate one.
  • Ability to assess, plan, schedule and manage multiple long-term and short-term projects, tasks, responsibilities and/or priorities in a concurrent fashion with several parallel deliverables and execute deliverables to time-line commitments.
  • Ability to be an effective team member and work well with others in a team environment on cross-functional and/or matrix teams.
  • Ability to be flexible with changing priorities and comply with constantly changing regulatory procedures.
  • Ability to build strong relationships both internally and externally. Ability to work in a fast-paced environment.
  • Ability to comprehend and apply language skills to the degree required to perform the job based upon the job requirements listed above.
  • Ability to verbally communicate ideas and issues effectively to other team members and management.
  • Ability to write and record data and information as required by procedures.
  • Proficiency in the use of personal computers and computer programs, particularly, Microsoft Office Suite: Excel, Word, PowerPoint, and Adobe Acrobat (or equivalents if changed by the Company).
License and Certifications
  • Regulatory Affairs Certifications (RAC)-RAPS R.A.C certification(s) 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.
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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Welcome to Expoint, the premier job searching platform for tech industry jobs in West Covina, US! Our platform is designed to make it easy to find tech industry jobs in the West Covina area. If you’re looking for a job in the tech industry, Expoint is the premier platform to search for the perfect opportunity. West Covina is home to innovative technology companies that offer a range of positions and competitive salaries. Whether you’re a software engineer, data analyst, or project manager, there are dozens of jobs available in the West Covina and Expoint can help you find one! Through Expoint, you can find the perfect tech industry job that meets your experience level and salary expectations. You can look through job postings and filter them by technology, skills, employer name, and experience, ensuring your job search is focused and efficient. Once you’ve narrowed down your job search, you can use our platform to apply to the positions that interest you. Our streamlined application process makes it easy to submit your resume or CV, and our extensive database of potential employers will help you find the perfect job. West Covina is an excellent place to work in the tech industry, with a thriving local high tech scene and employment opportunities for those with the right experience and skills. Join Expoint today and take the first step towards a successful career in the west covina tech industry.