Registration specialist Jobs in Chandler, AZ

Financial Solutions Advisor I - Registration Candidate - Consumer Investments

Chandler, Arizona;Phoenix, Arizona; Mesa, Arizona

• Job Description :

Please note this requisition contains multiple locations but there is not an immediate opening for every location listed.

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisorsthose with a passion for growing a long-term career and a drive to make our clients financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of Americas

As a

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in your immediate termination.

Unlimited potential for financial growth.

A strong referral base from across the business through our relationship with one in every two households.

Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

Robust marketing support to reach wider audiences with greater appeal.

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

Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

Believes in responsible growth and has a proven dedication to supporting the communities we serve.

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

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

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

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

Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

Communicates clearly and confidently with clients from all walks of life.

Works well with others and collaborates productively to get things done.

Can manage complexity, prioritize tasks and execute in a fast-paced environment.

Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

Efficiently manages your time and capacity.

Is thorough and will incorporate relevant regulatory due diligence into daily to-dos and long-term strategies for clients.

Strong computer skills with an ability to multitask in a demanding environment.

A bachelors degree, or 1-2 years experience working in the financial service industry and / or a sales environment where goals were met or exceeded.

Experience assessing client needs,identifying / recommendingsolutions, and building / managing client relationships.

1st shift (United States of America)

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) .

View the LA County Fair Chance Ordinance (https : / / dcba.lacounty.gov / wp-content / uploads / 2024 / 08 / FCOE-Official-Notice-Eng-Final-8.30.2024.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 Americas Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.