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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! Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Relationship Banker - Manahawkin - Route 72 Financial Center

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: <ul> <li>Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings</li> <li>Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests</li> <li>Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk</li> <li>Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA</li> <li>Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Management</li> <li>Customer and Client Focus</li> <li>Issue Management</li> <li>Oral Communications</li> <li>Business Development</li> <li>Client Solutions Advisory</li> <li>Pipeline Management</li> <li>Prioritization</li> <li>Administrative Services</li> <li>Emotional Intelligence</li> <li>Referral Identification</li> <li>Written Communications</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 37.5

Wealth Management Client Associate

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 leadership, technical direction and oversight to a team delivering technology solutions. Key responsibilities of the job are to provide oversight of the design, implementation, and maintenance of complex computer programs, align technical solutions to business objectives, and ensure that coding practices/quality comply with software development standards. Job expectations include conducting multiple software implementations and applying both depth and breadth in knowledge of several technical competencies. Experienced engineering leader with a proven track record in technical excellence, cloud application development, and effective team management. Combining deep technical expertise with strong leadership skills, that can drive successful project execution, foster innovation, and ensure high-quality deliverables. Responsibilities: <ul> <li>Designs, develops and is accountable for feature delivery</li> <li>Applies enterprise standards for solution design, coding and quality</li> <li>Ensures solution meets product acceptance criteria with minimal technical debt</li> <li>Guides the team on work breakdown and execution</li> <li>Works with the Product Owner to ensure that product backlog/requirements are healthy, with clear acceptance criteria</li> <li>Plays a team lead role (as an individual contributor) and mentors the team</li> <li>Guides team members with skills and practices (planning and estimation, peer reviews, and other engineering practices)</li> </ul> Required Qualifications: 7+years experience in: <ul> <li>Team Building</li> <li>Project Management</li> <li>Stakeholder communication</li> <li>Cloud Application Development using AWS/Azure/Containers, proficient in designing, deploying, and managing cloud infrastructure on AWS / Azure of Containers</li> <li>Expertise in building microservices and deploying the workloads via CICD</li> <li>Expert in application architecture, system performance optimization and solving complex problems</li> <li>Java, Redis</li> <li>Leading agile/scrum development team</li> </ul> Desired Qualifications: <ul><li>Proficient in JAVA development, including Spring Boot and RESTful APIs.</li></ul> Skills: <ul> <li>Automation</li> <li>Influence</li> <li>Result Orientation</li> <li>Stakeholder Management</li> <li>Technical Strategy Development</li> <li>Architecture</li> <li>Business Acumen</li> <li>Risk Management</li> <li>Solution Delivery Process</li> <li>Solution Design</li> <li>Agile Practices</li> <li>Analytical Thinking</li> <li>Collaboration</li> <li>Data Management</li> <li>DevOps Practices</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Feature Lead - Technology

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 Summary: This job is responsible for providing operational support for securities, loans, exchange traded derivatives and over the counter derivatives across multiple lines of business through the lifecycle of a trade. Key responsibilities include handling trading and operational activities before deadlines, maintaining internal systems and providing operational support to internal partners. Job expectations include maintaining a high degree of accuracy with customers and data to ensure compliance with regulations and policies. Responsibilities: <ul> <li>Processing Mandatory and Voluntary Corporate Actions for Fixed Income Instruments and supporting Fixed Income Desk.</li> <li>Cash/ Stock reconciliation for our counterparties on Stock Loan and Repo related queries within BofA across product, market, entity, trade status.</li> <li>Candidate must be on hand to offer premium Client service, deal with all Client queries, and manage the relationships between our clients and internal BofA departments.</li> <li>Direct interaction and oversight of daily processing functions within the team to ensure all control standards are met.</li> <li>Assist with large scale initiatives to drive operational excellence, reduce the risk profile, and be an integral part of the teams success. </li> <li>Oversee the daily reconciliations for Fixed Income Products. Ensuring elections are processing in timely manner. Allocation of payments received from paying agent in timely manner. Involvement in ad hoc projects for new processes or industry initiatives surrounding fixed income corporate actions. </li> <li>Performs set-up and maintenance of core data across client, account, instrument, and agreement data, and oversees data quality within key data platforms</li> <li>Ensures transactions are completed in an accurate and timely manner</li> <li>Provides operational support for one or more activities within the lifecycle of a trade, including trade processing, trade settlement, accounting and reconciliation, lifecycle events, and collateral management</li> <li>Conducts daily monitoring of client trading activity across multiple markets, servicing clients' needs</li> <li>Completes accurate, timely clearing and settlement of trades with internal and external counterparties, including reconciliation management and governance of trade fails and breaks</li> <li>Performs tasks accurately during high volume periods in a team environment</li> <li>Identifies and flags potential risks in a timely manner</li> </ul> Required Skills: <ul> <li>Minimum 0-1 year of previous experience in corporate actions / dividends space is required .</li> <li>Ability to conduct discussions with stock loan and repo counterparts in a confident manner. ---Excellent communication skills and ability to present subject matter to an audience. ---Demonstrate the ability to work under pressure in a team environment.</li> <li>Self-motivated and able to work with little or no supervision. Candidate will be able to manage their own time and know when to escalate issues.</li> </ul> Skills: <ul> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Active Listening</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Client Management</li> <li>Data Collection and Entry</li> </ul> Skills: <ul> <li>Collaboration</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Active Listening</li> <li>Adaptability</li> <li>Business Acumen</li> <li>Client Management</li> <li>Data Collection and Entry</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Markets Support Analyst

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 supporting all client needs including discussions and/or activities. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centers to deliver an integrated service experience to the client. Responsibilities: <ul> <li>Responsible for providing administrative and analytical support to Portfolio Manager(s)</li> <li>Provides support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews</li> <li>Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products</li> <li>Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner</li> <li>Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios</li> </ul> Qualifications: <ul> <li>Minimum of 1 year of experience with a financial institution focusing on client service and sales</li> <li>High net worth client service and sales experience desired</li> <li>BS/BA degree in Business, Finance or Economics desired</li> </ul> Skills: Account Management Attention to Detail Collaboration Recording/Organizing Information Written Communications Active Listening Adaptability Customer and Client Focus Issue Management Prioritization Critical Thinking Customer Experience Improvement Decision Making Pipeline Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift:1st shift (United States of America) Hours Per Week: 40

Private Bank Associate - Investments

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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! 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 [SIE], 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 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 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 client reviews/presentations with 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: <ul> <li>Aptitude in obtaining required industry licenses. </li> <li>Must be self-disciplined in managing time and capacity.</li> <li>Experience in cultivating client relationships, accessing needs and recommending solutions.</li> <li>Success creating strong peer relationships through effective communication and collaboration.</li> <li>Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.</li> <li>Executes multiple tasks simultaneously. </li> <li>Learns and adapts to new technology or applications. </li> </ul> Desired Qualifications: <ul><li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience </li></ul> 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 Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Registration Candidate- Consumer Investments- West Hills Market

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 payment processing solutions to small business clients primarily through 1:1 partnerships with assigned group of small business specialists, financial centers, and other internal partners. Key responsibilities include consulting with small business clients to understand their priorities and provide solutions that meet their business needs with a focus on more complex opportunities and solutions. Job expectations include having an awareness of merchant payment processing solutions, pricing, software, gateways, and security. Additionally, this job requires prospecting for existing clients with merchant services needs. Responsibilities: <ul> <li>Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients' business needs</li> <li>Recommends solutions that meet clients' needs with a focus on more complex opportunities and solutions</li> <li>Drives toward sales and revenue goals while balancing operational excellence, risk management, and client experience expectations, maintaining accurate records and adhering to Service Level Agreements</li> <li>Builds meaningful relationships and collaborates with internal partners to provide subject matter expertise on merchant payment processing pricing, software, gateways, and security</li> <li>Identifies opportunities proactively and develops a pipeline for sales opportunities with internal partners and clients</li> <li>Acts as a champion for clients by connecting expertise across the company to help them achieve their goals</li> <li>Establishes relationships with associations, centers of influence, and vendor partners and adapts to an ever changing payment processing environment</li> <li>Independently identify sales opportunities from the bank’s portfolio of clients</li> </ul> Skills: <ul> <li>Client Experience Branding</li> <li>Client Solutions Advisory</li> <li>Customer and Client Focus</li> <li>Payment Processing</li> <li>Pipeline Management</li> <li>Consulting</li> <li>Credit Documentation Requirements</li> <li>Oral Communications</li> <li>Referral Management</li> <li>Financial Analysis</li> <li>Prospecting</li> <li>Written Communications</li> <li>Interpret Relevant Laws, Rules, and Regulations</li> <li>Complaints Management</li> </ul> Required Qualifications: <ul> <li>Customer focus</li> <li>Prospecting and referral sales</li> <li>Consultative sales</li> <li>Pipeline management</li> <li>Time management</li> <li>Technical expertise</li> <li>Relationship building</li> <li>Oral &amp; Written communication</li> <li>Problem solving</li> <li>Teamwork</li> <li>Presentation skills</li> <li>2+ years of sales experience</li> </ul> Desired Qualifications: <ul> <li>Merchant products and solutions</li> <li>Industry business acumen</li> <li>Multi-lingual ability is a plus</li> </ul> Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Merchant Consultant - Manhattan Market

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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: • High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Timonium Financial Center

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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: <ul> <li>Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions</li> <li>Recommends banking and investments strategies that align with client financial goals and needs</li> <li>Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds</li> <li>Mitigates and controls risk as part of daily activities</li> <li>Identifies and engages potential new clients through referrals or financial center clientele</li> <li>Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.</li> <li>Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.</li> <li>Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Builds and nurtures strong relationships.</li> <li>Collaborates effectively with others to get things done.</li> <li>Communicates effectively and confidently and is comfortable engaging all clients.</li> <li>Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.</li> <li>Likes to learn, adapts to new information and seeks the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.</li> </ul> Desired Qualifications: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).</li> <li>Obtained your insurance licenses</li> </ul> Skills: <ul> <li>Account Management</li> <li>Advisory</li> <li>Client Experience Branding</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Active Listening</li> <li>Attention to Detail</li> <li>Client Solutions Advisory</li> <li>Issue Management</li> <li>Pipeline Management</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Policies, Procedures, and Guidelines</li> <li>Risk Management</li> <li>Written Communications</li> </ul> Schedule: Monday-Friday Open availability required + some Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** Shift:1st shift (United States of America) Hours Per Week: 40

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