Personal Financial Advisors

**Your opportunity**

**I** **n addition to the salary range, this role is also eligible for branch bonus and incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.**

Investment Professionals' Compensation | Charles Schwab (https://www.schwab.com/legal/compensation-advice/investment-professionals-compensation)

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors.

FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab.

Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success.

As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client’s needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey.

Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform.

**When meeting with clients you will:**

+ **Be Curious and Consultative:** Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.

+ **Be a Trusted Advisor:** Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.

+ **Have a Defined Process:** Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs.

+ **Use your Team and Ability to Influence:** Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.

+ **Be a Challenger:** Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

**What you have**

We place a premium on high performance, quality service and the ability to implement our strategy.

Required skills include:

+ Active FINRA Series 7 license

+ Series 66 (63/65) license

+ Life & Health Insurance license (license(s) may be obtained under a 120 day condition of employment)

Preferred:

+ Minimum of 5 years of financial experience

+ Entrepreneurial and a self-starter mentality

+ Polished and persuasive interpersonal and verbal/ written communication skills

+ Able to quickly learn new technology and use a variety of data and systems

+ Open to ongoing coaching and development to achieve positive client outcomes and career aspirations

+ Strong time management skills and productivity; ability to successfully balance competing priorities

+ Learning mentality, as you gain an understanding of all the products and services at Schwab

+ Extensive Schwab network to best address client concerns

This role will require a Monday – Friday 5x8 schedule

**What’s in it for you**

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

+ 401(k) with company match and Employee stock purchase plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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 - 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.

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.

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.

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. As part of the Sales & Marketing team, you’ll help us solve challenges and succeed as you grow and understand the unique needs of our clients and tailor easy-to-use solutions to deliver the performance they need. With a position in Sales & Marketing, you’ll strengthen our relationships with clients, anticipate their needs, and think outside the box to unlock new possibilities.

Fully Remote (U.S. Only): This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary.

Position Overview

This role is responsible for prospecting and developing business sales relationships with potential clients and closing new and expanded sales agreements. This role at Paylocity works in a fast paced business environment that is very competitive and quota-driven, and targets medium-sized businesses (49-499 employees). This role requires a proactive approach to identifying and pursuing new business opportunities, with a strong emphasis on independently generating activity in the field. Success is supported by a consultative sales approach, effective prospecting techniques, persistence throughout the sales cycle, and a solid understanding of the value and impact of the solution being offered.

Location

Remote office residing within an Phoenix, AZ territory

Reports To

Director of Sales

Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

+ Ability to generate net-new business opportunities, leveraging the company’s expertise, industry profile, and knowledge of the industry

+ Schedule and present Paylocity services with prospective clients

+ Prepare and present proposals and provide appropriate follow-up throughout the sales process.

+ Organize, complete and obtain documentation required for clients to move to Paylocity system

+ Work directly with internal departments to ensure smooth transition for client

+ Using initiative, develop prospects through telemarketing, referrals, professional and personal contacts and other sources

+ Build and maintain relationships within the Broker channel as well as other referral sources

+ Maintain contact with existing customers to determine needs for additional services

+ Attend trade shows, conferences and other events to promote Paylocity services

+ Meet or exceed quarterly and annual sales quota for your territory

+ Other duties as assigned

Education and Experience

+ HS diploma or equivalent required. College degree strongly desired

+ 3-5 years’ experience in a sales position

+ Ability to succeed in a competitive environment

+ Ability to maintain high activity standards

+ Proven track record of sales success

+ Critical thinking and decision-making skills required in order to handle objections and unexpected situations that may arise throughout the sales cycle

+ Customer service orientation

+ Strong presentation skills

+ Strong written and oral communication skills

+ Strong organizational and time management skills

+ Proficiency with MS Office applications and the Internet

Physical Requirements

+ Mobility required for sitting, standing and walking

+ Mobility required for driving to prospective client sites

+ Manual/finger dexterity required in both hands to operate computer keyboard and manipulate small objects

+ Sensory ability required to see, hear and touch

+ Mental effort required for reading, writing, visualization, calculation and analysis

+ Job duties usually performed in an office environment with uniform temperatures and normal air conditions

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The pay range for this position is $57,900 - $107,500 /yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for our variable commission plan, annual bonus, and restricted stock until grant based on individual performance in addition to a full range of benefits outlined here. (https://rise.articulate.com/share/NWT-xukAz2nsMapN3L3TSRXfxzBGrFh\_#/) This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.

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.

Financial Solutions Advisor - Registration Candidate - West Valley

Peoria, Arizona;Goodyear, Arizona; Phoenix, 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 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:**

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

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 you’ve 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.

**We’ll help you:**

+ Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

+ Get training and one-on-one coaching from Academy managers who are invested in your success.

+ Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

+ Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

+ Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

+ Provide end-to-end comprehensive advice, deliver clientreviews/presentationswith confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

+ Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

**Required Qualifications:**

+ Aptitude in obtaining required industry licenses.

+ Must be self-disciplined in managing time and capacity.

+ Experience in cultivating client relationships, accessing needs and recommending solutions.

+ Success creating strong peer relationships through effective communication and collaboration.

+ Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

+ Executes multiple tasks simultaneously.

+ Learns and adapts to new technology or applications.

**Desired Qualifications:**

+ Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

+ Bi-lingual Spanish speaking

**Skills:**

+ Advisory

+ Account Management

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Issue Management

+ Client Solutions Advisory

+ Pipeline Management

+ Active Listening

+ Attention to Detail

+ Risk Management

+ Policies, Procedures, and Guidelines

+ Client Management

+ Causation Analysis

+ 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.