BQ058 - Financial Solutions Advisor Stage I - Registration candidate
Company: Disability Solutions
Location: Bellevue
Posted on: September 28, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:The primary role of the
Financial Solutions Advisor Stage I - Registration Candidate is to
acquire the necessary registrations and training to become a
Financial Solutions Advisor (FSA) Stage I. Primary responsibilities
of FSA Stage I role, include: Provide end-to-end comprehensive
advice and customized solutions to clients, helping them achieve
their financial goals; Conduct client reviews/presentations,
including a review of investment goals and recommended products
such as stocks, bonds, mutual funds, banking, and managed money
solutions; Engage and share value proposition with customers in the
lobby; Triage client leads and make referrals to appropriate
internal service providers based on client needs and asset
thresholds; Participate in on-going training and interaction with
the Merrill Lynch Wealth Management Complex; The role is a bridge
between banking and brokerage, therefore the FSA Stage I must have
a general awareness of core banking and investment solutions.
Required Skills: Series 7 & 66 must be obtained within 120 days;
Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if
previously held) is required for FSA Stage I role; Communicate
effectively; Strong computer skills with an ability to multitask in
a fast paced environment; Ability to adapt and seek solutions for
clients in a fast-paced environment. 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 disciplinary action up to and including termination.Minimum
Education Requirement: High School Diploma / GED / Secondary School
or equivalentShift:1st shift (United States of America)Hours Per
Week: 40Pay Transparency detailsUS - WA - Bellevue - 10572 NE 4th
St - Bellevue FC (WA3191), US - WA - Federal Way - 32011 Pacific
Hwy S - FEDERAL WAY BC (WA5113), US - WA - Lynnwood - 5727 196th St
Sw (WA4127), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC
(WA3157)Pay and benefits informationPay range$28.85 - $33.65 hourly
pay, offers to be determined based on experience, education and
skill set.Predictable payThis role is compensated with a base
salary and is not incentive eligible.BenefitsThis role is currently
benefits eligible. We provide industry-leading benefits, access to
paid time off, resources and support to our employees so they can
make a genuine impact and contribute to the sustainable growth of
our business and the communities we serve.
Keywords: Disability Solutions, Bellevue , BQ058 - Financial Solutions Advisor Stage I - Registration candidate, Accounting, Auditing , Bellevue, Washington
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