Expoint – all jobs in one place
המקום בו המומחים והחברות הטובות ביותר נפגשים

דרושים Solutions Architect ב-United States, California, Milpitas

ממשו את הפוטנציאל שלכם בתעשיית ההייטק עם אקספוינט! חפשו הזדמנויות עבודה בתור Solutions Architect בUnited States, California, Milpitas והצטרפו לעוד אלפים שכבר מצאו עבודה בחברות המובילות. התחילו את המסע שלכם עוד היום ומצאו את הקריירה האידיאלית עבורכם בתור Solutions Architect עם אקספוינט.
חברה
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
California
Milpitas
נמצאו 9 משרות
09.09.2025
BOA

Bank Of America Financial Solutions Advisor Registration Candidate- United States, California, Milpitas

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...
תיאור:

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

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

Monday-Friday Open availability required + some Saturdays

1st shift (United States of America)

Show more
09.09.2025
BOA

Bank Of America Financial Solutions Advisor Registration Candidate- United States, California, Milpitas

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...
תיאור:

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

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

Monday-Friday Open availability required + some Saturdays

1st shift (United States of America)

Show more

משרות נוספות שיכולות לעניין אותך

14.08.2025
BOA

Bank Of America Financial Solutions Advisor Registration Candidate- United States, California, Milpitas

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...
תיאור:

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

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

Monday-Friday Open availability required + some Saturdays

1st shift (United States of America)

Show more

משרות נוספות שיכולות לעניין אותך

12.05.2025
BOA

Bank Of America Credit Solutions Advisor - McCarthy Ranch United States, California, Milpitas

Limitless High-tech career opportunities - Expoint
Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...
תיאור:


This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. 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:

  • Recommends financial advice and guidance that align with the clients' financial goals and needs
  • Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
  • Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
  • Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
  • Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
  • Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

  • Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of:
    • Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year
  • Knowledge of credit and home lending requirements
  • Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
  • Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
  • Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
  • Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
  • Strong written and verbal communications skills.
  • Ability to handle ambiguity and adapt to changing circumstances.
  • Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
  • Can be flexible to work weekends and/or extended hours as needed.
  • A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
  • Ability to learn and understand technology.
  • Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.

Desired Qualifications:

  • Experience working in a financial center where goals were met or exceeded.
  • Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
  • Knowledge of banking products and services.
  • Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
  • Experience in a loan origination role in a retail environment and knowledge of
  • Mortgage Products (Conventional, Jumbo and HELOC, Government)
  • Structuring, Processing, underwriting and closing procedures
  • Federal regulations governing real estate lending
  • FHA and HUD guidelines
  • Other Lending Products (Credit Card, Vehicle Loans)
  • Strong computer skills including MS applications and previous experience utilizing laptop technology.

Skills:

  • Client Management
  • Client Solutions Advisory
  • Customer and Client Focus
  • Referral Identification
  • Risk Management
  • Client Experience Branding
  • Credit Documentation Requirements
  • Credit and Risk Assessment
  • Pipeline Management
  • Referral Management
  • Attention to Detail
  • Collaboration
  • Issue Management
  • Prospecting
  • Relationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more

משרות נוספות שיכולות לעניין אותך

08.05.2025
KLA

KLA Sr Solutions Architect - HPC United States, California, Milpitas

Limitless High-tech career opportunities - Expoint
Attention to detail is required. Explore & coordinate modern HPC software adoption into KLA’s tools. Documentation – Ability to produce detailed documentation such asproposals/architecture/build/test/assemblydocs, Visio drawings. Strong fundamental understanding and...
תיאור:

Day-Day activities:

  • Attention to detail is required

  • Explore & coordinate modern HPC software adoption into KLA’s tools.

  • Documentation – Ability to produce detailed documentation such asproposals/architecture/build/test/assemblydocs, Visio drawings

  • Strong fundamental understanding and knowledge of Servers, GPUs, HW /SW based networking, and processing infrastructures.

  • Align / coordinate with appropriate vendors for hardware roadmaps, equipment purchasing, shipping, RMA’s

  • Schedule and status HPC system programs development which includes requirements, concept/detailed design, implementation,evaluation/validation,regulatory and packaging testing and release activities.

  • Design, Test, Install and validate hardware (Servers, GPUs, Networking, packaging) for early-stage evaluation and prototyping.

  • Own CI/CD pipelines that ensure stability of system-level HPC software deployments

  • Support and drive improvements to in house and customer solutions to reach the highest level of system uptime. Travel (10%) to root cause and understand the issues firsthand

Your Encouraged Background

  • Proven experience designing and developing high performance computing (HPC) hardware/software infrastructure for AI applications.

  • Deep understanding of Server and networking hardware, operating systems, and high-performance applications for high speed data IO and storage.

  • 10+ years of previous experience generating custom OS images for Linux servers

  • Strong Scripting Skills (Bash, Python)

  • Proven understanding of Kubernetes and Docker or other container based systems

  • Experience with system management and monitoring tools such as Prometheus, Grafana, collected (and its plugins)

  • Ability to work well with developers & test engineers

  • Passion to maintain a stable high-quality cluster amidst all odds!

Minimum Qualifications

Bachelor's Level Degree and related work experience of 12 years and Master's Level Degree and related work experience of 8 years

or at +1-408-352-2808

Show more

משרות נוספות שיכולות לעניין אותך

07.05.2025
KLA

KLA Optical Architect United States, California, Milpitas

Limitless High-tech career opportunities - Expoint
Being a lead optical person, responsible of creating optical architecture, conducting key optical analysis and modeling and providing leadership team with technical recommendations. Investigate various design options and find the...
תיאור:

Job Description

Responsibilities

  • Being a lead optical person, responsible of creating optical architecture, conducting key optical analysis and modeling and providing leadership team with technical recommendations.
  • Investigate various design options and find the best option through evaluating tolerances, optical performance, manufacturability, light budgets and other trade-offs.
  • Translate system or subsystem requirements into optical design and manufacturing requirements.
  • Perform thorough tolerancing analysis to have a complete system design with full consideration of alignment process and metrology, system calibrations and opto-mech design limitations by interfacing with other groups (systems, ME).
  • Design and implement optical alignment and metrology process, test/tooling fixtures to achieve targeted optical performance.
  • Follows complete design process, including design reviews, part procurement from vendors, testing, integration and release.

Qualifications

The preferred candidate will have experience and capability in the following areas:

  • Excellent optical system design such as high precision imaging system, illumination design, preferably in semiconductor tools
  • Designing and building off-axis mirror system in high precision
  • Understand of optical coating in various wavelength such as EUV, UV, and IR and coating modeling in optical software
  • High proficiency in optical design software such as CodeV or Zemax or LightTools
  • Statistical optical component tolerancing
  • Able to create specifications of precision opto-mechanical assemblies
  • Understand optics manufacturability and reflect it in optical design
  • Strong understanding in optical metrology tool and data
  • Building and aligning complex optical system using diverse mechanical, collimation, point source microscope, CGH, and interferometry.
  • Deliver solid design reviews and achieve design approvals from multi-disciplinary stakeholders
  • Working knowledge with diverse optical devices and components: objectives, collimation and relay optics, fibers, cameras and detectors
  • EUV experience is preferred but not a must
  • Basic CAD skill is preferred not a must

Experience

  • Highly desired to have more than 10 years of professional experience in high precision optical system development, preferably in semiconductor tools
  • Experience of working with top tier optical suppliers to develop high precision optics and optical assembly
  • Strong emphasis on creative problem solving and effective communication.
  • Be able to interface with multidisciplinary groups and work effectively in a team and be willing to take on responsibility, follow through and keep multiple simultaneous assignments on schedule.
  • Be able to quickly acquire technical knowledge from documentation and on-the-job training and be capable of thoroughly investigating technical issues (analytically and hands-on in a lab).
  • Strong communication and presentation skill. Must have the capability to clearly communicating progress and status of ongoing investigations to managers and to customers; Candidate will be required to write reports documenting investigations carried out.
  • Experience of presenting executive leadership team highly complex technical topics.

Personal skills

  • Should be able to work, and deliver self-independently with minimum supervision
  • Can observe and respond to people and situations and interact with others encountered in the course of work.
  • Strong customer focus and commitment to customer satisfaction through prioritization, quality, efficiency and professionalism.
  • Ability to complete assignments with attention to detail and high degree of accuracy.
  • Proven ability to perform effectively in a demanding environment with changing workloads and deadlines.
  • Result driven-demonstrate ownership and accountability.
  • Identifies bottlenecks and drives improvements.
  • Work independently or as part of a team and follow through on assignments with minimal supervision.
  • Demonstrate open, clear, concise and professional communication.
  • Ability to establish and maintain cooperative working relationships with manager, co-workers and customer.
  • Work according to a strict set of procedures within the provided timelines.

Minimum Qualifications

  • This is a senior engineering role. Advanced degree is a must.
  • Doctorate in Optics/Physics and 5+ years of work experience, or a Master's Degree and 8+ years of work experience.

Education

  • MS or Ph.D in Optical engineering (preferred) or Physics
  • Highly desired to have strong background in following disciplines, Geometrical optics, Fourier optics, Lens design, Radiometry, Optical metrology, Illumination optics, Optical imaging system, Optical alignment

Minimum Qualifications

Doctorate (Academic) Degree and related work experience of 5 years; Master's Level Degree and related work experience of 8 years; Bachelor's Level Degree and related work experience of 12 years

Show more

משרות נוספות שיכולות לעניין אותך

24.04.2025
KLA

KLA Metrology Solution Architect United States, California, Milpitas

Limitless High-tech career opportunities - Expoint
Partner with semiconductor manufacturers to assess their technology roadmaps and process integration challenges. Identify evolving metrology requirements based on industry trends, customer needs, and device scaling roadmaps. Collaborate with customers...
תיאור:

Customer Engagement & Technology Assessment

  • Partner with semiconductor manufacturers to assess their technology roadmaps and process integration challenges.
  • Identify evolving metrology requirements based on industry trends, customer needs, and device scaling roadmaps.
  • Collaborate with customers to define technical specifications and success criteria for new metrology solutions.

Solution Definition & Feasibility Analysis

  • Translate customer requirements into clear problem statements and develop conceptual solutions.
  • Lead cross-functional teams to assess the feasibility of different technical approaches, considering performance, cost, and manufacturability.
  • Identify gaps in existing metrology capabilities and define development priorities for next-generation solutions.

Development Leadership & Technical Validation

  • Guide R&D, engineering, and applications teams to implement proposed solutions, ensuring alignment with customer needs.
  • Define and oversee validation methodologies for new metrology solutions, including offline and in-fab evaluations.
  • Drive risk assessment and mitigation strategies to ensure robust solution deployment.

Customer Site Validation & Deployment

  • Oversee the execution of beta testing and customer site validation to ensure product reliability and performance.
  • Work closely with field teams to troubleshoot and refine solutions based on real-world application feedback.
  • Provide technical guidance and training to customer teams to facilitate adoption of new metrology capabilities.

Preferred Qualifications

  • Deep understanding of semiconductor fabrication processes and metrology techniques (e.g., optical, e-beam, AFM, X-ray, etc.).
  • Experience with AI/ML-driven metrology applications.
  • Knowledge of semiconductor process control and fab automation.
  • Familiarity with software-driven metrology solutions and data analytics.
  • Experience developing hardware for semiconductor capital equipment industry.

Minimum Qualifications

Doctorate (Academic) Degree and related work experience of 5 years; Master's Level Degree and related work experience of 8 years; Bachelor's Level Degree and related work experience of 12 years

or at +1-408-352-2808

Show more

משרות נוספות שיכולות לעניין אותך

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...
תיאור:

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

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

Monday-Friday Open availability required + some Saturdays

1st shift (United States of America)

Show more
תכננו את מהלך הקריירה הבא שלכם בתעשיית ההייטק עם אקספוינט! הפלטפורמה שלנו מציעה מגוון רחב של משרות Solutions Architect באזור United States, California, Milpitas, ומעניקה לכם גישה לחברות הטובות ביותר בתחום. בין אם אתם מחפשים אתגר חדש או שינוי נוף, אקספוינט תקל על מציאת התאמת העבודה המושלמת עבורכם. עם מנוע החיפוש הקל לשימוש שלנו, תוכלו למצוא במהירות הזדמנויות עבודה ולחבור לחברות מובילות. הירשמו היום ועשו את הצעד הבא בקריירת ההיי-טק שלכם עם Expoint.