Investment Fund Managers

Financial Solutions Advisor - West Valley Area

Phoenix, Arizona;Peoria, Arizona; Prescott Valley, Arizona

**To proceed with your application, you must be at least 18 years of age.**

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**To proceed with your application, you must be at least 18 years of age.**

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**Job Description:**

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

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’ 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:**

+ 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

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 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.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ 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.

+ Efficiently manages your time and capacity.

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

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

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

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

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

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Minimum Education Requirement:**

+ High School Diploma / GED / Secondary School or equivalent

**Schedule:**

+ Monday - Friday and rotating Saturdays

**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, 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 "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.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 America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

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.

Financial Solutions Advisor - East Valley Phoenix Area

Phoenix, Arizona;Mesa, Arizona; Tempe, Arizona; Chandler, Arizona; Mesa, Arizona

**To proceed with your application, you must be at least 18 years of age.**

Acknowledge

Refer a friend

**To proceed with your application, you must be at least 18 years of age.**

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Financial-Solutions-Advisor---Consumer-Investments---East-Valley-Phoenix-Area\_25028223)

**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’ 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:**

+ 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

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 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.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ 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.

+ Efficiently manages your time and capacity.

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

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

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

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

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

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Minimum Education Requirement:**

+ High School Diploma / GED / Secondary School or equivalent

**Schedule:**

+ Monday - Friday and rotating Saturdays

**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, 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 "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.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 America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

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.

Financial Solutions Advisor - West Valley Area

Phoenix, Arizona;Peoria, Arizona; Prescott Valley, Arizona

**To proceed with your application, you must be at least 18 years of age.**

Acknowledge

Refer a friend

**To proceed with your application, you must be at least 18 years of age.**

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Financial-Solutions-Advisor---West-Valley-Area\_25032598-2)

**Job Description:**

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

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’ 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:**

+ 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

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 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.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ 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.

+ Efficiently manages your time and capacity.

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

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

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

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

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

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Minimum Education Requirement:**

+ High School Diploma / GED / Secondary School or equivalent

**Schedule:**

+ Monday - Friday and rotating Saturdays

**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, 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 "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.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 America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

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.

Financial Solutions Advisor - West Valley Area

Phoenix, Arizona;Peoria, Arizona; Prescott Valley, Arizona

**To proceed with your application, you must be at least 18 years of age.**

Acknowledge

Refer a friend

**To proceed with your application, you must be at least 18 years of age.**

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Phoenix/Financial-Solutions-Advisor---West-Valley-Area\_25032598-2)

**Job Description:**

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

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’ 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:**

+ 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

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 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.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ 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.

+ Efficiently manages your time and capacity.

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

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

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

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

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

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Minimum Education Requirement:**

+ High School Diploma / GED / Secondary School or equivalent

**Schedule:**

+ Monday - Friday and rotating Saturdays

**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, 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 "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.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 America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

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.

Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We’re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued.

The Forecasting and Planning team leads a multi-market, strategic planning process that drives outstanding customer service, improved profitability, and enables delivery capabilities that differentiate Amex GBT in the industry. We are looking for experienced Call Center Forecasters and/or Planners to be a part of our global infrastructure using an innovative enterprise forecasting system supporting our end users. This role will be responsible for the long term and short term forecasting, planning, and review coordination across diverse grouping of accounts. The successful candidate will combine strong forecasting team with sound communication skills, while working with our global business partners.

**What You’ll Do:**

+ Creates and maintains strong linkages with internal business partners.

+ Produces Short Term and long Term forecasts using econometric data, adjusting for seasonality and variance.

+ Maintains and modifies call center forecasting models.

+ Recommends operational processes that improve occupancy and statistically analyzes the impact of process improvement efforts on the business.

+ Leads the staff plan review process with operations making recommendations on staffing utilization.

+ Organize and lead discussions related to the assigned portfolio of business.

+ Using historical data along with available business intelligence, forecast daily, weekly, and period level contact volume and AHT

+ Generate accurate long-range (4-18 months) projections.

+ Generate Daily short-range (4 weeks) projections

+ Present forecast results in a clear, concise and useful way

+ Assist business partners with the analysis and interpretations of WFM forecasting data and make recommendations for changes to optimize productivity

+ Partner with Customer Service support teams to support process improvement initiatives

+ Ensures cohesion between period and weekly level forecast and the short range daily and interval level forecasts.

+ Maintain advanced Forecast models using Anaplan and Excel.

**What We’re Looking For:**

+ Strong critical thinking and the ability to work proactively and independently 2 or more years of forecasting and/or planning experience.

+ Understanding of statistical time series modeling techniques and ability to apply theoretical techniques to real world issues.

+ Strong oral and written communication skills and be able to build and maintain effective collaborative relationships.

+ Understands the intricacies of forecasting and knows how to build a robust plan that accommodates for variation.

+ Degree in Statistics, Industrial Engineering, Engineering or related technical fields are preferred. Bachelor's degree or equivalent experience or 6 years related workload management experience.

+ Database management skills.

+ Minimum of 2 years call centre experience and/or minimum 18 months resource planning experience.

+ Good working knowledge of IEX (Verant 360), or Aspect, ability to organize set priorities and multi-task within timescales, effective management of time, good understanding of processes and structure.

+ Extremely accurate in generating reports and presentation of data.

+ Excellent verbal, written communication and influencing skills.

**Location**

Ontario, Canada

**The #TeamGBT Experience**

Work and life: Find your happy medium at Amex GBT.

+ **Flexible benefits** are tailored to each country and start the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and wellbeing resources to support you and your immediate family.

+ **Travel perks:** get a choice of deals each week from major travel providers on everything from flights to hotels to cruises and car rentals.

+ **Develop the skills you want** when the time is right for you, with access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first.

+ **We strive to champion Inclusion** in every aspect of our business at Amex GBT. You can connect with colleagues through our global INclusion Groups, centered around common identities or initiatives, to discuss challenges, obstacles, achievements, and drive company awareness and action.

+ And much more!

All applicants will receive equal consideration for employment without regard to age, sex, gender (and characteristics related to sex and gender), pregnancy (and related medical conditions), race, color, citizenship, religion, disability, or any other class or characteristic protected by law.

Click Here (https://explorer.amexglobalbusinesstravel.com/rs/346-POJ-129/images/Additional%20Disclosures%20in%20Accordance%20with%20the%20LA%20County%20Fair%20Chance%20Ordinance.pdf?version=2) for Additional Disclosures in Accordance with the LA County Fair Chance Ordinance.

Furthermore, we are committed to providing reasonable accommodation to qualified individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the hiring process. For details regarding how we protect your data, please consult the Amex GBT Recruitment Privacy Statement (https://www.amexglobalbusinesstravel.com/gbt-recruitment-privacy-statement/) .

**What if I don’t meet every requirement?** If you’re passionate about our mission and believe you’d be a phenomenal addition to our team, don’t worry about “checking every box;" please apply anyway. You may be exactly the person we’re looking for!

Click Here to Learn More (https://www.amexglobalbusinesstravel.com/careers/)

RELOCATION ASSISTANCE: No relocation assistance available

CLEARANCE TYPE: None

TRAVEL: Yes, 10% of the Time

**Description**

At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work — and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.

Embark on a career putting innovative, reliable, and agile products and ideas into orbit, and beyond. Northrop Grumman has opportunities waiting for you that play a vital role in human space exploration, national defense, and scientific discovery, supporting multiple programs across the universe. With us, you’ll discover a culture of curiosity and collaboration that will have you Defining Possible from the day you start. Our space systems connect and protect millions of people on earth every day, now and for the future. Explore your future and launch your career today.

Expand your horizons, advance your career, and contribute to a secure future for generations. Northrop Grumman's Space Sector invites you to bring your pioneering spirit to our inclusive team. As a **Associate** **Financial Analyst- Level 1** located in **Chandler, AZ** you'll be a linchpin in missions of paramount importance, defining the art of the possible from day one.

**In this job, you will:**

+ Active participation in program Earned Value in compliance to CPR/IPMR data reporting requirements; including preparation of earned value deliverables ensuring compliance, timeliness and accuracy

+ Support baseline efforts, and Initial Baseline Reviews (IBR’s) with customers

+ Prepare EACs to include earned value analysis, hands-on EAC updates, and revisions

+ Preparation of financial data to internal and external customers, including variance analysis and forecasts

+ Collaborate with cross-functional partners including Operations, Engineering and Program Management

+ Internal and External support of compliance audits

+ Balancing multiple projects and prioritize

+ Maintain the highest level of commitment to quality, compliance and internal controls in adherence to company values and ethics

Why You? You're the candidate we're searching for if you are ready to achieve the unthinkable alongside like-minded innovators.

**Basic Qualifications:**

+ **Level 1** - Bachelor’s degree with experience in Business Administration, Accounting, Finance, or related discipline

+ Will consider an additional 4+ years of experience in lieu of degree

+ Expertise with Microsoft Office suite

+ Must have the ability to obtain and maintain a U.S. Government DoD Secret security clearance

**Preferred Qualifications:**

+ Excellent communication skills oral and written

+ Strong analysis and critical thinking skills

+ Ability to communicate financial/program information efficiently within a matrix organization

+ Prior experience in the aerospace and defense industry

+ Active DOD or ability/willingness to obtain a Secret Clearance.

**You'll be a great fit if you:**

+ Have excellent communication skills oral and written

+ Have strong analysis and critical thinking skills

**_About Business Management:_** _Lead pivotal financial strategies, shaping the success of our operations with your expertise. Make an impact where it counts!_

Curious about all the exciting developments with the Northrop Grumman Space Sector? Click the link below:
https://www.northropgrumman.com/space

Salary Range: $52,800.00 - $79,200.00

The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.

Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.

The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.

Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit http://www.northropgrumman.com/EEO. U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.

**Your Future Evolves Here**

Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our loved ones.

Evolent employees enjoy work/life balance, the flexibility to suit their work to their lives, and autonomy they need to get things done. We believe that people do their best work when they're supported to live their best lives, and when they feel welcome to bring their whole selves to work. That's one reason why diversity and inclusion are core to our business.

Join Evolent for the mission. Stay for the culture.

**What You’ll Be Doing:**

We are seeking dedicated professionals who are committed to reducing risk within our Information Security team.

This is a challenging opportunity for a Security Analyst III, who will play a key role in supporting the overall security and vulnerability management program and ensuring the security of Evolent’s systems and assets.

**Responsibilities:**

+ Assist in managing the security, threat, and vulnerability management program, following established policies and processes.

+ Collaborate with stakeholders to identify gaps in processes and propose necessary enhancements.

+ Support the expansion of scanning coverage to ensure comprehensive risk assessment.

+ Assist in improving the security of Docker images, web applications, and other assets.Collaborate with stakeholders to coordinate scanning and remediation efforts.

+ Conduct health checks for security management tools and reconcile asset information.

+ Contribute to the development and maintenance of metrics and key performance indicators (KPIs) for security management.

+ Participate in meetings with stakeholders to address open issues and vulnerabilities and reduce risk.

+ Review vulnerabilities based on threat intelligence and prioritize remediation efforts accordingly.

+ Foster effective collaboration with platform owners and application teams to raise awareness and address risks and vulnerabilities.

+ Collaborate with IT infrastructure partners on strategic and tactical plans.

+ Communicate with stakeholders to assess the impact and likelihood of loss events.

+ Generate reports and dashboards using security tools such as SIEM tools to present actionable insights.

+ Contribute to the creation of Standard Operating Procedures and Working Instructions for the security and vulnerability management process.

**Required Experience:**

+ Bachelor's degree in Computer Security, Computer Science, or a related field.

+ 2+ years of experience in security and/or vulnerability management or a related field.

+ Familiarity with patch management processes.

+ Proficiency in configuring and troubleshooting Microsoft Windows and Linux-based environments.

+ Experience with OS patch management on MS Windows and Linux servers in virtualized environments.

+ Knowledge of security and vulnerability management principles acquired through education and practical experience.

+ Understanding of security and vulnerability ratings, criticality, and impact.

+ Eagerness to stay updated on new threats, tactics, and vulnerabilities and their associated risks.

+ Familiarity with a variety of security and vulnerability management tools like Tenable or Qualys is a plus.

+ Strong analytical and problem-solving skills.

+ Excellent written and verbal communication skills.

+ Ability to manage stakeholders effectively.

+ Certification such as CISSP, CISM, and CEH is preferred.

**To comply with HIPAA security standards (45 C.F.R. sec. 164.308 (a) (3)), identity verification may be required as part of the application process. This is collected for compliance and security purposes and only reviewed if an applicant advances to the final interview state. Reasonable accommodations are available upon request.**

**Technical Requirements:**

We require that all employees have the following technical capability at their home: High speed internet over 10 Mbps and, specifically for all call center employees, the ability to plug in directly to the home internet router. These at-home technical requirements are subject to change with any scheduled re-opening of our office locations.

**Evolent is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.** **If you need reasonable accommodation to access the information provided on this website, please contact** **recruiting@evolent.com** **for further assistance.**

The expected base salary/wage range for this position is $88,300 - 128,100. This position is also eligible for a bonus component that would be dependent on pre-defined performance factors. As part of our total compensation package, Evolent is proud to offer comprehensive benefits (including health insurance benefits) to qualifying employees. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.

Don't see the dream job you are looking for? Drop off your contact information and resume and we will reach out to you if we find the perfect fit!

Casey Quirk Investment & Wealth Management Insights - Senior Manager

Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.

Casey Quirk (CQ) is part of Deloitte's Strategy Offering, within our broader Strategy & Transactions practice. We have a dedicated team focused on proprietary research known as the Casey Quirk Knowledge Center. As part of our continued growth, we are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.

The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights agenda across the investment management and wealth management marketplaces. This high-impact role is designed for a thought leader who thrives at the intersection of market analysis, executive engagement, and content-driven eminence.

Recruiting for this role ends on 9/30/2025.

Work You'll Do

As a Senior Manager, you will shape forward-looking views, synthesize complex market trends, and serve as a go-to voice on evolving dynamics in buyer behavior, product strategy, operating models, and technology innovation. You will collaborate with senior leaders across the firm and industry to produce actionable insights and contribute to Deloitte's position as a trusted authority in the financial services sector. Key responsibilities:

+ Lead strategic research efforts and intellectual agenda development for investment and wealth management topics.

+ Create forward-looking, hypothesis-driven market insights and thought leadership materials that influence clients and inform strategy.

+ Serve as a market-facing thought leader, presenting findings to industry executives, conference audiences, and internal partners.

+ Guide a team in synthesizing data, developing proprietary frameworks, and delivering impactful points of view across buyer demand, product innovation, operational evolution, and technology disruption.

+ Partner closely with Deloitte Consulting and CQ engagement teams to connect marketplace intelligence to client impact.

+ Build and manage relationships with senior industry stakeholders and maintain a pulse on evolving client needs and competitive dynamics.

+ Set and manage the annual research agenda, including proprietary studies, timelines, conference engagement and PR connectivity

+ Manage Knowledge Center resources, including dedicated team members, research support, and budget.

+ Ensure the Knowledge Center's work maintains the highest standards of analytical rigor, relevance, and influence in the market.

The Team

Our Strategy offering architects bold strategies to achieve business and mission goals, enabling growth, competitive advantage, technology modernization, and continuous digital and AI transformation.

CQ is an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers and practitioners deliver end-to-end solutions that span across business strategy, organizational transformation, and technology implementation. The CQ Knowledge Center is a collaborative, entrepreneurial team at the forefront of advising the world's leading financial institutions. The team plays a pivotal role in shaping the firm's point of view and driving influence across Deloitte's global platform.

Qualifications

Required:

+ 8+ years of professional experience in investment management and/or wealth management

+ 8+ years of professional experience in market research and consulting

+ 8+ years of experience defining financial services industry trends, buyer and product landscapes, and the operational and digital transformation shaping the sector

+ 5+ years of experience leading high-performing teams and managing multiple research projects concurrently

+ Proven experience authoring thought leadership or market insights that have reached executive audiences or media platforms

+ Comfort and skill in executive-level presentations, facilitation, and speaking engagements

+ Strong intellectual curiosity and passion for shaping forward-looking market perspectives

+ Bachelor's degree in Finance, Economics, or related discipline

+ Live within commuting distance to one of Deloitte's consulting offices

+ Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve

+ Limited immigration sponsorship may be available

Preferred:

+ MBA or Master's degree in Finance, Economics, or related discipline

+ Prior experience working in or with strategy consulting firms, asset managers, wealth platforms or fintechs

+ Ability to translate complex data and insights into clear, concise narratives for broad audiences

+ Strong network of contacts in the investment or wealth management ecosystem

+ Interest in enhancing current processes and analytical tools, leveraging best-in-class techniques such as GenAI

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $175,300 to $322,900.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

**Job Requisition ID #**

25WD88333

**Position Overview**

Autodesk’s Security Incident Response department is growing, building a senior team of security analysts in the United States. They participate in a broader security organization, geographically load balanced across the US, EMEA, and India, and lead security investigations across our expansive global footprint.

**Join Our Team – Shape the Future of Incident Response at Autodesk**

At Autodesk, you’ll be joining a dynamic, tech-savvy team where your expertise in incident response is not only valued, it’s essential. Our Security Incident Response team is a force multiplier that combines deep technical acuity with creative problem-solving in an environment that rewards innovation and precision. If you’re passionate about leveraging Splunk to transform complex, multilayered data into actionable intelligence, then Autodesk is the place for you to lead, collaborate, and evolve your career.

As a Senior Security Analyst, you will be responsible for conducting deep technical investigations and advanced threat analysis. In this critical role, you will utilize your exceptional Splunk skills to integrate and analyze data from multiple platforms to identify and remediate security incidents. Drawing on extensive field experience, you will build data pipelines from services in the cloud and on prem to our Splunk instance. You will also contribute to proactive threat hunting, develop effective incident response strategies, and mentor less experienced team members.

**Responsibilities**

+ Advanced Incident Analysis: Conduct detailed investigations on high-complexity incidents, correlating data across diverse sources using Splunk to pinpoint IOCs and determine root causes

+ Collaboration: Work directly with the Incident Response Manager and cross-functional teams to coordinate incident mitigation efforts and continuously refine response protocols

+ Process Improvement: Develop and maintain technical playbooks, enhance detection capabilities, and contribute to the evolution of Autodesk’s incident response strategy

+ Mentorship: Provide technical guidance and mentorship to junior analysts, fostering an environment of continuous learning and improvement

+ Cloud Environment: Operate seamlessly within a cloud agnostic framework, with exposure to Azure, AWS, and GCP infrastructures

**Minimum Qualifications**

+ Experience: 5+ years of hands-on experience in incident response or security operations, with a strong background in complex security investigations

+ Technical Skills: Exceptional proficiency with Splunk; capable of writing and optimizing multi-source queries, and incident dashboards to detect or display advanced threats

+ Field Experience: Demonstrated ability to independently conduct sophisticated threat analyses and forensic investigations

+ Soft Skills: Strong analytical, problem-solving, and communication skills; proven ability to mentor peers

+ Cloud Agnostic: Experience or familiarity with managing security operations in cloud environments including Azure, AWS, and GCP

**Learn More**

**About Autodesk**

Welcome to Autodesk! Amazing things are created every day with our software – from the greenest buildings and cleanest cars to the smartest factories and biggest hit movies. We help innovators turn their ideas into reality, transforming not only how things are made, but what can be made.

We take great pride in our culture here at Autodesk – it’s at the core of everything we do. Our culture guides the way we work and treat each other, informs how we connect with customers and partners, and defines how we show up in the world.

When you’re an Autodesker, you can do meaningful work that helps build a better world designed and made for all. Ready to shape the world and your future? Join us!

**Benefits**

From health and financial benefits to time away and everyday wellness, we give Autodeskers the best, so they can do their best work. Learn more about our benefits in the U.S. by visiting https://benefits.autodesk.com/

**Salary transparency**

Salary is one part of Autodesk’s competitive compensation package. For U.S.-based roles, we expect a starting base salary between $142,200 and $229,900. Offers are based on the candidate’s experience and geographic location, and may exceed this range. In addition to base salaries, our compensation package may include annual cash bonuses, commissions for sales roles, stock grants, and a comprehensive benefits package.

**Equal Employment Opportunity**

At Autodesk, we're building a diverse workplace and an inclusive culture to give more people the chance to imagine, design, and make a better world. Autodesk is proud to be an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender, gender identity, national origin, disability, veteran status or any other legally protected characteristic. We also consider for employment all qualified applicants regardless of criminal histories, consistent with applicable law.

**Diversity & Belonging**

We take pride in cultivating a culture of belonging where everyone can thrive. Learn more here: https://www.autodesk.com/company/diversity-and-belonging

**Are you an existing contractor or consultant with Autodesk?**

Please search for open jobs and apply internally (not on this external site).

Financial Solutions Advisor - Tucson Area

Tucson, Arizona;Tucson, Arizona; Tucson, Arizona; Sierra Vista, Arizona

**To proceed with your application, you must be at least 18 years of age.**

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**Job Description:**

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

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’ 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:**

+ 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

+ Recommends banking and investments strategies that align with client financial goals and needs

+ Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

+ Mitigates and controls risk as part of daily activities

+ Identifies and engages potential new clients through referrals or financial center clientele

+ Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 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.

+ Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

+ Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

+ 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.

+ Efficiently manages your time and capacity.

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

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

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

+ At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

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

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Minimum Education Requirement:**

+ High School Diploma / GED / Secondary School or equivalent

**Schedule:**

+ Monday - Friday and rotating Saturdays

**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, 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 "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.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 America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

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.