Personal Financial Advisors

Job Description

-Processing of monthly working files for invoice submissions

-Update internal systems with financial data

-Participate in financial audits

-Prepare monthly, quarterly and annual financial reports

-Keep accurate records for all fleet and financial decisions

-Preparing and monitoring budgets and financial forecasts

-Updating internal systems; reconciliation of fleet

-Participate in strategic data analysis, research, and modeling for senior leadership

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

-Excellent analytical and numerical skills

-Strong ethics, with an ability to manage confidential data

-Advanced MS Excel skills

-Advanced Access Database skills

-Solid knowledge of financial and accounting procedures

-Ability to synthesize large quantities of complex data into actionable information

-Knowledge of financial reporting and data mining tools such as SQL, Access, etc null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

**Overview**

GovCIO is currently hiring an experienced Finance Analyst to join our growing company. This position will support the rapidly expanding Fed/Civ business unit reporting to the FP&A business unit manager. This position will be remote full time.

**Responsibilities**

The successful candidate will have excellent finance acumen and proven leadership skill to build strong relationships with business unit executives, program managers and corporate department leads. Typical day to day activities include

• Partner with Division VP and program team to provide analysis and guidance that supports informed decision-making and opportunities to improve financial performance across the organization.

• Identify trends, opportunities, and challenges in the portfolio of programs and recommend actions based on sound analysis.

• Responsible for working with key stakeholder in creating the Division annual budget.

• Maintain and monitor program forecasts, highlight drivers, expose risks and opportunities to achieving or exceed financial targets.

• Support all aspects of program financial management and reporting, interfacing with Program Management, Contracts, Accounting and Project Setup teams to ensure projects are within negotiated parameters and funded levels.

• Understand and explain key drivers of actual results against Budget and Forecast for various contract types (FFP, T&M, LOE and Cost type)

• Prepare Estimate at Completion (EAC) analysis and corporate submission.

• Support Monthly Accounting Close activities to include cost accruals, revenue and profit review and analysis, and indirect expense review.

• Identify corrective actions needed and work with Accounting staff to ensure business unit Profit & Loss accurately reflect financial performance.

• Monitor business unit A/R (invoicing and aged receivables) and work with PMs and Billing to minimize Days Sales Outstanding.

• Support Finance Manager/Director in other ad hoc reporting requirements.

**Qualifications**

• Bachelor’s degree in Finance, Accounting, Business, Math or related discipline

• 8+ years of experience demonstrating career progression and growing responsibility and scope

• Government Contracting experience; Knowledgeable with principles of CAS, FAR and GAA

• Experience with Deltek Costpoint and Cognos tools

• Advanced Excel user including pivot tables, complex formulas and modeling

• Excellent verbal and written communication skills with the ability to relay complex information concisely

• Must be a self-motivated, energetic, critical thinker that is able to work with diverse team

**Company Overview**

GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.

But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer?

**We are an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets.

Posted Pay Range

The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an “at-will position” and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors.

**Posted Salary Range**

USD $110,000.00 - USD $120,000.00 /Yr.

Submit a referral to this job (https://careers-govcio.icims.com/jobs/4041/financial-analyst-%28remote%29/job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834385473)

**Location** _US-Remote_

**ID** _2024-4041_

**Category** _Financial Analysis_

**Position Type** _Full-Time_

**Description**

**You Lead the Way. We’ve Got Your Back.**

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities, and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

The Portfolio Manager role presents a dynamic opportunity for a motivated and accomplished financial professional to manage all aspects of the operating expense base for the Technology organization. As a Portfolio Manager, you will establish strong partnerships with Technology Leaders, Finance, and peers across Tech Portfolio Management to ensure sound management of monthly operating expenses and a deep understanding of the investments to support the Technology line of business.

**How will you make an impact in this role?**

+ Manage monthly financial processes and reporting in full collaboration with Technology leaders, with an emphasis on projection accuracy and proactive identification of risks and opportunities.

+ Maintain accurate resource rosters inclusive of linkages to key initiative funding, investment cost model resource mapping components and forward-looking views incorporating strategic workforce plan elements.

+ Collaborate with platform leaders and Finance on the annual budget process and ensure alignment with delivery priorities and talent strategies.

+ Implement and manage vendor labor contracts ensuring contractual obligations are met and appropriate expenses are accrued.

+ Ensure consistent financial management processes are supportive of the technology investment strategy as well as regulatory and accounting standards.

+ Build and improve financial models and cases that support the complex operating environment while taking into consideration the needs of a wide group of partners including Technology leadership, Finance, Portfolio, Talent Strategy, and product and engineering teams.

+ Adapt, Refine and Develop standards, processes and supporting tools for budgeting/monitoring operating expenses and managing resource rosters while considering relevant feedback loops to enable transparency of financial performance against established plans.

+ Build and deliver insightful communication for leadership that highlights performance against targets, comprehensive forecasts, and recommendations for addressing risks and opportunities.

+ Uncover and manage the financial impacts of capacity changes and coordinate with the platform and portfolio teams to align the financial impacts to delivery impacts.

**Qualifications:**

+ Bachelor’s degree in Finance and/or Accounting with a strong record of academic achievement and 5 years relevant experience required.

+ Deep experience and proven thought leadership in a financial role and a good foundation of knowledge in Accounting and Finance. Experience in Technology financial management is a plus.

+ Demonstrated success in translating complex strategies into meaningful financial models.

+ Adept at driving outcomes with relentless attention to detail.

+ Courage and conviction to continuously deliver results in a dynamic environment and navigate high levels of ambiguity comfortably.

+ Proven ability to drive results and pursue efforts with a high level of energy.

+ Lead and influence others without authority at multiple levels across technology, product, and business functions.

+ Adept at building relationships with strong consultative and collaborative skills to partner with leaders across business and technology.

+ Strong verbal and written communication skills, from preparation through execution, with the ability to understand your audience and build presentations to structure messages that effectively inform and persuade.

+ Problem solver with excellent analytical and data management skills.

+ Advanced MS Excel, Oracle/Smart View and Access skills and highly proficient across other MS Office applications is critical.

+ Working knowledge of technology investment planning, resource management and investment cost modeling is highly desirable.

**Qualifications**

Salary Range: $110,000.00 to $190,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.

**Job:** Technology

**Primary Location:** US-Arizona-Phoenix

**Schedule** Full-time

**Req ID:** 24006534

The Financial Analyst is a non-traditional ET role which offers experience and exposure for driven individuals to work with a diverse and dynamic set of senior leaders. You will have an opportunity to grow your leadership and collaboration skills while using your expertise in financial acumen. You will gain cross- functional experience by partnering with EPEO Service Teams and the OCETO to financially support critical infrastructure needs for Ford Motor globally. The ideal candidate for this position will embrace multi-tasking, working collaboratively with the ET service teams, leadership, and IT Finance. The candidate must have a continuous improvement mindset and have a strong focus on quality and details.

+ Serving as a guide and consultant to Ford IT customers on the financial forecasting and financial close processes

+ Inputting forecast details and comparing actuals to budget in the Apptio System (soon to be Nicus)

+ Supporting team with Apprio/Nicus reports and analysis to effectively manage forecasts

+ SME for Ford ET Europe accounting practices

+ Identifying and creating accruals, corrections, and amortizations monthly during the financial close process

+ Supporting monthly reviews of the actuals to budget and updating forecasts with customers

+ Strong Microsoft Office skills (especially Excel), coupled with Analytical Skills and a Detail-oriented mindset

+ Advanced Finance/Accounting Skills for corporate environment (forecasts, budgets, actuals, accruals, etc.)

+ Understanding Ford global financial process, especially EU

+ Strong understanding of Apptio and Ariba

+ Customer service mindset

+ Ability to quickly learn new financial tools

You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply!

**As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a change maker, a technical expert, a culture builder…or all of the above? No matter what you choose, we offer a work life that works for you, including:**

+ Immediate medical, dental, and prescription drug coverage

+ Flexible family care, parental leave, new parent ramp-up programs, subsidized back-up child care and more

+ Vehicle discount program for employees and family members, and management leases

+ Tuition assistance

+ Established and active employee resource groups

+ Paid time off for individual and team community service

+ A generous schedule of paid holidays, including the week between Christmas and New Year’s Day

+ Paid time off and the option to purchase additional vacation time.

**For a detailed look at our benefits, click here:** Benefit Summary (https://urldefense.com/v3/\_\_https:/fordcareers.co/GSR-HTHD\_\_;!!N\_LtwI-RPugbI9wg0dJn!DsiF5SEXdZDVZwdZgnRezGpR7r347NCo7gj6QzTiwtjge5\_qTcqMFhCCblgcCy1Vja\_vkencOcNa-g$)

**Visa sponsorship is available for this position.**

Candidates for positions with Ford Motor Company must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.

We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, If you need a reasonable accommodation for the online application process due to a disability, please call 1-888-336-0660.

**\#** LI-Hybrid

**Requisition ID** : 28081

Entry Level - Wealth Management Associate - AZ, Scottsdale (5105) ( 24000091 )

**Primary Location** : UNITED STATES-AZ-SCOTTSDALE

**Organization** : Equitable Advisors

**Description**

**Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

**Our people**

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

* We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

* Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

* Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

* Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

**Qualifications**

**Training and support**

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

**Benefits and compensation**

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

**Equitable Advisors** ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)

**Req ID:** 24000091

Merrill Team Financial Advisor

Gilbert, Arizona

**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.

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.

**Merrill Team Financial Advisor Business Development Program**

**The Merrill Wealth Management Team Financial Advisor (TFA) engages in:**

+ Developing a book of business in order to meet and exceed the required performance hurdles

+ Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs

+ Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences

+ Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan

+ Planning and managing resources (time, people, budget) to run a productive practice

+ Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client

+ Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisoryattention/review/approvalas per compliance guidelines and policies

+ Completing mandated training, assessments, performance goals and continuing education requirements

**The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team.**

**The Team Financial Advisor receives:**

+ The strength and name recognition of Merrill and Bank of America.

+ World class training throughout their career with Merrill Wealth Management

+ State of the art software programs to assist in your success

+ Access to a full array of investment and banking products for your clients

+ Coaches or mentors located within your office to work with you towards your success

**Ideal candidates:**

The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal.

**Essential Duties and Responsibilities:**

+ Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles.

+ Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).

+ Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.

+ Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.

+ Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.

**Required Qualifications**

+ Proven ability to engage with and influence others

+ Exceptional interpersonal and relationship building skills

+ Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility

+ Proven ability to assess needs of clients and recommend appropriatesolutions/interventions

+ Proven ability to work collaboratively on a team and with key partners

+ Proven ability to listen and probe for clarity and understanding

+ Goal and results oriented

+ Ability to source clients through prospecting and networking

+ Ability to work in an environment where the majority of your compensation is tied to your performance

+ Strong follow-through skills

+ Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

**Desired Qualifications**

+ At minimum a Bachelor’s Degree

+ Demonstrated track record of success

+ Proficiency in using Sales Force / Client Relationship Manager Tool

+ Strong understanding of the Financial Advisor role

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.

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Merrill Financial Solutions Advisor - Scottsdale West Valley Market

Scottsdale, Arizona;Scottsdale, Arizona; Peoria, Arizona

**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:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

+ Sets and accomplishes goals, achieving whatever you put your mind to

+ Builds and nurtures strong relationships

+ Collaborates effectively with others to get things done

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

+ Likes to learn, adapts to new information and seeks the right solutions for clients

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Merrill Financial Solutions Advisor - Phoenix and Tucson Market

Phoenix, Arizona;Gilbert, Arizona

**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:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

+ Sets and accomplishes goals, achieving whatever you put your mind to

+ Builds and nurtures strong relationships

+ Collaborates effectively with others to get things done

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

+ Likes to learn, adapts to new information and seeks the right solutions for clients

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Merrill Financial Solutions Advisor - Scottsdale West Valley Market

Scottsdale, Arizona;Scottsdale, Arizona; Peoria, Arizona

**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:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

+ Sets and accomplishes goals, achieving whatever you put your mind to

+ Builds and nurtures strong relationships

+ Collaborates effectively with others to get things done

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

+ Likes to learn, adapts to new information and seeks the right solutions for clients

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Merrill Financial Solutions Advisor - Phoenix and Tucson Market

Phoenix, Arizona;Gilbert, Arizona

**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:**

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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:**

+ Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

+ Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

+ Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

**The Advisor Development Program (ADP) Journey:**

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

**We’ll help you:**

+ Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

+ Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

+ Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

+ Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

**As a Merrill FSA, you can look forward to:**

+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

+ Marketing strategies to reach wider audiences with greater appeal.

+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

+ Potential Opportunities for professional growth.

+ Leadership opportunities, including leading client and conference seminars

**We’re a culture that:**

+ Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

+ Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

+ Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

+ Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

+ Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

**Required Qualifications:**

+ **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

+ Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

+ Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

+ Self-starter who efficiently manages time and capacity

+ Sets and accomplishes goals, achieving whatever you put your mind to

+ Builds and nurtures strong relationships

+ Collaborates effectively with others to get things done

+ Communicates effectively and confidently and is comfortable engaging all clients

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

+ Likes to learn, adapts to new information and seeks the right solutions for clients

+ Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

**Desired Qualifications:**

+ Proven ability to partner and promote lead generation

+ Experience balancing investment management, sales activities, and new client development

+ Strong computer skills and the ability to multitask in a demanding environment

+ Bachelor's degree, preferably in business-related field

+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

+ Obtained insurance licenses ​

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .