financial solutions advisor

Bank of America

<div>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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:<ul><li>
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</li><li>
Recommends banking and investments strategies that align with client financial goals and needs</li><li>
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li><li>
Mitigates and controls risk as part of daily activities</li><li>
Identifies and engages potential new clients through referrals or financial center clientele</li><li>
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li></ul>
Required Qualifications:<ul><li>
Currently holds Series 7 and 66 (63 and 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</li><li>
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li><li>
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li><li>
Sets and accomplishes goals, achieving whatever one sets their mind to</li><li>
Builds and nurtures strong relationships</li><li>
Collaborates effectively with others to get things done</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li><li>
Likes to learn, adapts to new information and seeks the right solutions for clients</li><li>
Efficiently manages time and capacity</li><li>
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li></ul>
Desired Qualifications:<ul><li>
Strong computer skills with an ability to multitask in a demanding environment</li><li>
Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li><li>
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li><li>
Obtained insurance licenses</li></ul>
Skills:<ul><li>
Account Management</li><li>
Advisory</li><li>
Client Experience Branding</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Active Listening</li><li>
Attention to Detail</li><li>
Client Solutions Advisory</li><li>
Issue Management</li><li>
Pipeline Management</li><li>
Causation Analysis</li><li>
Client Management</li><li>
Policies, Procedures, and Guidelines</li><li>
Risk Management</li><li>
Written Communications</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Work Schedule: Monday - Friday with rotating Saturday's.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Solutions Advisor - East Charlotte

<div>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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:<ul><li>
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</li><li>
Recommends banking and investments strategies that align with client financial goals and needs</li><li>
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li><li>
Mitigates and controls risk as part of daily activities</li><li>
Identifies and engages potential new clients through referrals or financial center clientele</li><li>
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li></ul>
Required Qualifications:<ul><li>
Currently holds Series 7 and 66 (63 and 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</li><li>
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li><li>
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li><li>
Sets and accomplishes goals, achieving whatever one sets their mind to</li><li>
Builds and nurtures strong relationships</li><li>
Collaborates effectively with others to get things done</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li><li>
Likes to learn, adapts to new information and seeks the right solutions for clients</li><li>
Efficiently manages time and capacity</li><li>
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li></ul>
Desired Qualifications:<ul><li>
Strong computer skills with an ability to multitask in a demanding environment</li><li>
Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li><li>
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li><li>
Obtained insurance licenses</li></ul>
Skills:<ul><li>
Account Management</li><li>
Advisory</li><li>
Client Experience Branding</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Active Listening</li><li>
Attention to Detail</li><li>
Client Solutions Advisory</li><li>
Issue Management</li><li>
Pipeline Management</li><li>
Causation Analysis</li><li>
Client Management</li><li>
Policies, Procedures, and Guidelines</li><li>
Risk Management</li><li>
Written Communications</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday - Friday with rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Solutions Advisor - Coastal Carolinas

<div>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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:<ul><li>
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</li><li>
Recommends banking and investments strategies that align with client financial goals and needs</li><li>
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li><li>
Mitigates and controls risk as part of daily activities</li><li>
Identifies and engages potential new clients through referrals or financial center clientele</li><li>
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li></ul>
Required Qualifications:<ul><li>
Currently holds Series 7 and 66 (63 and 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</li><li>
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li><li>
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li><li>
Sets and accomplishes goals, achieving whatever one sets their mind to</li><li>
Builds and nurtures strong relationships</li><li>
Collaborates effectively with others to get things done</li><li>
Communicates effectively and confidently and is comfortable engaging all clients</li><li>
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment</li><li>
Likes to learn, adapts to new information and seeks the right solutions for clients</li><li>
Efficiently manages time and capacity</li><li>
Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li></ul>
Desired Qualifications:<ul><li>
Strong computer skills with an ability to multitask in a demanding environment</li><li>
Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li><li>
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li><li>
Obtained insurance licenses</li></ul>
Skills:<ul><li>
Account Management</li><li>
Advisory</li><li>
Client Experience Branding</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Active Listening</li><li>
Attention to Detail</li><li>
Client Solutions Advisory</li><li>
Issue Management</li><li>
Pipeline Management</li><li>
Causation Analysis</li><li>
Client Management</li><li>
Policies, Procedures, and Guidelines</li><li>
Risk Management</li><li>
Written Communications</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Work Schedule: Monday - Friday with rotating Saturday's.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Solutions Advisor - Greenville Market

<div>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. 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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:<ul><li>
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</li><li>
Recommends banking and investments strategies that align with client financial goals and needs</li><li>
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li><li>
Mitigates and controls risk as part of daily activities</li><li>
Identifies and engages potential new clients through referrals or financial center clientele</li><li>
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li></ul>
Required Qualifications:<ul><li>
Currently holds Series 7 &amp; 66 (63 &amp; 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.</li><li>
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li><li>
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li><li>
Sets and accomplishes goals, achieving whatever you put your mind to.</li><li>
Builds and nurtures strong relationships.</li><li>
Collaborates effectively with others to get things done.</li><li>
Communicates effectively and confidently and is comfortable engaging all clients.</li><li>
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li><li>
Likes to learn, adapts to new information and seeks the right solutions for clients.</li><li>
Efficiently manages your time and capacity.</li><li>
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li></ul>
Desired Qualifications:<ul><li>
Strong computer skills with an ability to multitask in a demanding environment.</li><li>
At least three years&rsquo; experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li><li>
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li><li>
Obtained your insurance licenses.</li></ul>
Skills:<ul><li>
Advisory</li><li>
Account Management</li><li>
Client Experience Branding</li><li>
Customer and Client Focus</li><li>
Oral Communications</li><li>
Issue Management</li><li>
Client Solutions Advisory</li><li>
Pipeline Management</li><li>
Active Listening</li><li>
Attention to Detail</li><li>
Risk Management</li><li>
Policies, Procedures, and Guidelines</li><li>
Client Management</li><li>
Causation Analysis</li><li>
Written Communications</li></ul>
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Schedule:
Monday &ndash; Fridays and rotating Saturdays
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Financial Solutions Advisor - Greensboro Area

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by 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 &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
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.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul> 
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 your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

Financial Services Advisory

Job OverviewThe Financial Advisor II is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/she also works in collaboration with the senior financial advisor(s) and principals of the firm to develop a deeper understanding of FSA&rsquo;s philosophy and approach to investing. The Financial Advisor II regularly works in conjunction with the client service associates to ensure proper preparation and completion of documentation for client meetings and processing client financial information through various financial planning software tools. Financial advisors meet regularly with the Advice Team for continuous learning, information sharing on best practices, identify departmental gaps, promote consistency in handling of processes and procedures, and regularly reinforce effective advice strategies that successfully cultivate lasting client relationships built upon the firm&rsquo;s cultural vision.The Financial Advisor II exercises his or her credentials in financial planning to serve the needs of clients and is expected to demonstrate greater latitude in advice giving and independent decision making, frequently meeting independently with clients whose financial planning needs fall within the scope of the advisor&rsquo;s professional experience and education.PRIMARY RESPONSIBILITIESClient Services<ul><li>Build trust and confidence with each and every client we serve</li><li>Communicate with clients both verbally and in writing</li><li>Assist clients with investment and finance-related requests</li><li>Maintain files, keep detailed notes on client issues, initiate and track actions into CRM</li><li>Answer client and prospect questions around: retirement analysis, mutual funds and exchange-traded funds, FSA approach and philosophy</li><li>Ask clients for introductions/referrals</li><li>Close business with prospective clients</li><li>Fully understand financial planning software and troubleshoot as needed</li><li>Assess and determine what information to show clients to answer questions</li><li>Demonstrate the ability to quickly get to the heart of the issue</li><li>Demonstrate being a great educator and communicator of concepts, principals, and issues</li></ul>Support Advice Department<ul><li>Assist financial advisors with scheduling client and prospect appointments as well as handling meeting preparation</li><li>Participate in client meetings as needed to take notes and provide support to financial advisors</li><li>Give sound advice while participating in meetings</li><li>Work with mentor(s) in the Advice Department to gain exposure to the daily work of an advisor</li></ul>Software/Web<ul><li>Understand all client-related software including client relationship management (CRM), portfolio management, financial planning, MS Office products</li><li>Use software to assist in client requests, data entry into financial planning software, internally segment clients, etc.</li><li>Show working knowledge of custodian website and FSA portal</li><li>Research various topics via web and other resources</li></ul>Office Administration<ul><li>Assist with preparation of marketing materials, mailings, and special projects</li><li>Understand Schwab forms including, but not limited to applications, beneficiary forms, Moneylink applications, etc.</li><li>Understand FSA forms including, but not limited to Client Profile and Agreement, strategy change letters, termination letters, data input forms for financial planning software, etc.</li></ul>Cultural Vision Integration<ul><li>Support and implement core values into daily work and team member interactions</li><li>Participate in training and ongoing learning opportunities as designated by manager</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree minimum</li><li>Certified Financial Planner(TM) designation</li><li>Minimum 5 years&rsquo; work-related experience</li><li>Strong verbal and written communication skills</li><li>Ability to communicate tactfully, diplomatically, clearly, courteously, and professionally</li><li>Effective team collaboration skills</li><li>Excellent analytical, problem solving, and interpersonal skills</li><li>Knowledge of effective training techniques for adult learning and ability to effectively communicate and teach complex processes and concepts</li><li>Organized, detail-oriented, and ability to multi-task</li><li>Self-starter who takes initiative with little direction</li><li>Effective self-direction with ability to make sound decisions with little to no direction</li><li>Ability to work under pressure with effective self-regulation and self-management skills</li><li>Effective project management skills and meeting facilitation skills</li><li>Customer-service oriented with a pleasant demeanor and telephone manner</li><li>Proficiency in Microsoft Office software, including Word, Excel, PowerPoint, and Outlook</li></ul>Pay: $70,000.00 - $90,000.00 per yearBenefits:<ul><li>401(k)</li><li>Paid time off</li><li>Parental leave</li></ul>Application Question(s):<ul><li>Are you willing to undergo background and drug testing?</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Financial planning: 5 years (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>License/Certification:<ul><li>CERTIFIED FINANCIAL PLANNER credentials (Required)</li></ul>Ability to Commute:<ul><li>Rockville, MD 20850 (Required)</li></ul>Work Location: Hybrid remote in Rockville, MD 20850

Financial Advisor II

Corebridge

<div>Who We Are
 
 
At Corebridge Financial, we believe action is everything. That&rsquo;s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
 
 
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
<ul><li>We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
</li><li>We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
</li><li>We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
</li><li>We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
</li></ul>Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
<ul><li>You will meet with existing and prospective clients to plan their financial future.
</li><li>Utilize our company-provided technology and tools to improve your operation.
</li><li>You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
</li><li>Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
</li></ul>To help you get started, we offer you the resources needed to create your own success:
<ul><li>Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
</li><li>Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
</li><li>Company-paid E&amp;O, licensing fees, continuing education and compliance support
</li></ul>Skills and Qualifications
<ul><li>High school diploma or GED
</li><li>Ideally, you have 2+ years of experience working as a Financial Advisor.
</li><li>A proven and successful sales track record.
</li><li>You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
</li><li>You also have an active state variable life and health license.
</li></ul>Work Location
This position is currently designated as remote. 
<ul><li>
</li></ul> 
Estimated Travel
<ul><li>May include up to 25% travel.
</li></ul>Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role.
#LI-CBF
#LI-KE1
#SAFG
This role is deemed a &ldquo;covered associate&rdquo; under SEC Rule 206(4)-5, 17 CFR &sect; 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR &sect; 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial&rsquo;s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
 
 
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
 
 
Benefit Offerings Include:
<ul><li>Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
</li><li>Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
</li><li>Employee Assistance Program: Confidential counseling services and resources are available to all employees.
</li><li>Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
</li><li>Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
</li>Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. 
<li>
</li></ul> 
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
 
 
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
 
 
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com . Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
 
 
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company</div>

Financial Advisor - Santa Clara County

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