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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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey. 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As a Financial Solutions Advisor Stage I, you can look forward to • Unlimited potential for financial growth. • A strong referral base from across the business through our relationship with one in every two households. • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. • Robust marketing support to reach wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We’re a culture that • Believes in responsible growth and has a proven dedication to supporting the communities we serve. • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required skills: • Sets and accomplishes goals, achieving whatever you put your mind to. • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. • Communicates clearly and confidently with clients from all walks of life. • Works well with others and collaborates productively to get things done. • Can manage complexity, prioritize tasks and execute in a fast-paced environment. • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients. Desired skills: **Mandarin Strongly Preferred (contingent upon location) ** • Strong computer skills with an ability to multitask in a demanding environment. • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships. *****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

Bank of America

Financial Solutions Advisor Registration Candidate- Consumer Investments- Stage I- Seattle North

Sales · Remote USA · Fully Remote <h1>Account Executive</h1> Are you ready to be a big part of something big? At Trader Interactive, we make buying and selling a great experience. We’re a group of go-getters who decided they didn’t want to settle for the status quo. We come together as one team to build value and drive innovation across our industries - but we have fun while we do it and make sure our people are always our #1 priority. When it comes to your career, we want to provide big opportunities to help you make a big impact. But for this to be possible, we strive to feel small. Small enough to quickly change tack, small enough to learn from different teams and small enough to connect authentically with leadership. And one of the best parts? We give you the freedom to work from whatever working location works best for you and your lifestyle - yes, this means you can be 100% remote if you want to be! What We Offer <ul> <li>An inclusive and supportive work environment where you can move your career forward and will have the chance to do work that has real, significant impact on the world.</li> <li>The opportunity to be a part of a global group of digital marketplace businesses (CAR Group) located across Australia, Brazil, Chile and South Korea - collectively we have around 1,800 team members worldwide, and our Global Talent Exchange Program means you might just find yourself working in one of those businesses sometime soon.</li> <li>Plenty of flexible leave options and employee benefits including up to 31 days of paid time off in your first year, continuing education with access to LinkedIn Learning, a full benefits package including medical, dental &amp; vision, 401K with company match, and wellness program.</li> </ul> What You’ll Do <ul> <li>Using the consultative sales approach, present and deliver sustainable digital marketing/advertising solutions to dealers in person and virtually.</li> <li>Consistently achieve goals and objectives for revenue, retention, new product sales and account ownership, lead by example to foster high standards within your respective team</li> <li>Deliver in person/virtual quarterly business reviews with recommendations for existing dealer customers </li> <li>Implement an organized and effective account and territory target revenue plan, including sales pipeline and forecasting management and sales account activity documentation in Salesforce</li> </ul> What We’re Looking For <ul> <li>2+ years of B2B digital marketing/advertising sales experience, with a proven track record of success in maintaining and growing existing clients</li> <li>Commitment to evaluating and improving your sales funnel performance (Activity, Conversion, Yield).</li> <li>Excellent discovery, presentation, communication and interpersonal skills</li> <li>Proficiency with sales software, particularly Salesforce (CRM) systems, Gong, GeoPoint etc.</li> <li>Ability to analyze sales/market data and translate into actionable insight</li> <li>Positive attitude, Self-motivated, organized and able to work independently and in team environments.</li> <li>Comfortable leading a meeting with a marketing team/departments decision makers</li> <li>Travel limited to attend trade shows and training/sales events</li> </ul> Bonus Points: <ul> <li>Bachelor’s degree in Business, Marketing or related field</li> <li>Sold within Commercial, Recreational, or Auto digital sales</li> <li>Digital sales/media accreditations (IAB, Google Ads &amp; Analytics, Meta)</li> </ul> So come and join our team - because every role is a big role in our plans to go big. TI proudly supports a diverse workforce, and we encourage candidates from underrepresented groups to apply. Trader Interactive is an equal opportunity employer where hiring is based entirely on business needs, job requirements, and individual merit. <dl> <dt>Department</dt> <dd> Sales </dd> <dt>Locations</dt> <dd> Remote USA </dd> <dt>Remote status</dt> <dd> Fully Remote </dd> </dl> Sales · Remote USA · Fully Remote <h1>Account Executive</h1> <h2>Already working at Trader Interactive?</h2> Let’s recruit together and find your next colleague.

Trader Interactive

Account Executive

Job TitleSourcing ManagerJob Description SummaryThis position leads and manages the strategic sourcing, contract administration, vendor relationship management and overall operations for all Under the direction of the Sr. Sourcing Manager, this role leads and manages the strategic sourcing, contract administration, supplier relationship management, and overall operations for all Procurement activities across the portfolio of sites on a Client account. This position is highly visible to internal &amp; external stakeholders and will be client-facing.Job DescriptionOur Core Values <ul> <li>Driven: We celebrate determination in pursuit of excellence.</li> <li>Resilient: We navigate uncertainty with courage and adapt to deliver impactful outcomes.</li> <li>Inclusive: We value curiosity and collaboration. We seek out different perspectives, listen actively and turn feedback into solutions.</li> <li>Visionary: Our continuous quest for improvement is guided by our desire to design a better future.</li> <li>Entrepreneurial: We act like owners. We are resourceful, creative, and agile, and we balance competing needs to create impactful solutions for the real estate industry.</li> </ul>Responsibilities <ul> <li>Manage all aspects of the Procurement relationship with Client, Account Management Team, Vendors, C&amp;W Corporate, and other key stakeholders.</li> <li>Responsible for high and low-range supplier consolidation and supplier diversity efforts.</li> <li>Implement programs, facilitate supplier audits &amp; QBRs, and initiatives to ensure the achievement of all goals, metrics, and KPIs are met.</li> <li>Analyze account-wide spend, benchmarking, vendors, operations, and processes to consistently identify opportunities for value creation. Identify cost-saving opportunities and optimize procurement strategies.</li> <li>Develop and facilitate various complexity eRFPs, analyze responses, negotiate, and use other techniques as required to obtain the expected results.</li> <li>Interprets contracts, SOW coordination, negotiates with vendors, and ensures appropriate contractual records retention plans are in place on the account. </li> <li>Advise management regarding contractual rights, COI escalations, obligations, and other contractual matters, such as effective use of resources and legal issues.</li> <li>Manage the development, installation, and maintenance of tracking &amp; reporting mechanisms that yield the appropriate outputs and conform to requested forms and frequencies.</li> <li>Maintain organized records to ensure any implemented system of checks and balances is being continually met for service contracts and additional compliance items.</li> <li> Employ C&amp;W best practices, policies, processes, tools, and templates to include both C&amp;W corporate and Client account specifications, as well as engaging with Category Managers and preferred suppliers in the execution of Procurement responsibilities. </li> <li>Participate at an appropriate level &amp; frequency in all meetings and exhibit client presentation delivery expertise.</li> <li>Generate and distribute all necessary and requested reports.</li> <li>Maintain good business practices</li> <li>Resolve issues from the client with respect to supplier performance and quality</li> <li>Exhibit people management expertise by overseeing all aspects of personnel and roles with a direct reporting relationship. </li> <li>Perform other miscellaneous related duties as assigned</li> </ul>Job Requirements and Qualifications<ul> <li>Bachelor’s degree in business or a related field is required. MBA or related Master's Degree preferred.</li> <li>7+ years’ experience in Procurement/Strategic Sourcing, ideally in Facility services, or related discipline. </li> </ul>Targeted Competencies<ul> <li>Understanding of the Strategic Sourcing processes and demonstrated proficiency with e-tools such as e-RFPs, reverse auctions, e-catalogs, and contract management systems</li> <li>Must possess legal knowledge, the ability to prepare/negotiate agreements &amp; amendments, and the ability to explain to clients the specifics of the contracts.</li> <li>Must possess analytical and quantitative skills with ability to analyze and interpret information, data, and related documentation.</li> <li>Ability to communicate effectively with all levels of management</li> <li>Self-motivated and work independently to find solutions</li> </ul>WORK ENVIRONMENT This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers.PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for up to 90% of the time; and extend hands and arms in any direction.AAP/EEO STATEMENTC&amp;W provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, C&amp;W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics. Discrimination of any type will not be tolerated.OTHER DUTIESThis job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $97,750.00 - $115,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Sourcing Manager

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift:1st shift (United States of America) Hours Per Week: 40

Relationship Banker - Silicon Valley West

Job Description: Job Title: Transaction Reporting Submission Control Professional Corporate Title: Up to Assistant Vice President Location: Chester Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Role Description: An exciting opportunity has arisen for a Regulatory Reporting Professional to join the Transaction Reporting Control Group (TRCG). TRCG is a post-process quality assurance function that validates the completeness, accuracy, and timeliness of G20 transaction reports and related obligations. The team’s main responsibility is to act as Report Preparers for 41 transaction reports including CFTC and SEC reports in USA, EMIR, SFTR and MiFID reports in UK and Europe, and reports for regulators in Canada, Switzerland, Hong Kong, Singapore, Australia, Japan, and South Korea. For each of these reports, the processing and submission is a fully automated activity performed in real-time; TRCG operates a risk-based control framework to ensure the integrity of the process and submitted data. The role is based in the Submission Control function, which is primarily focused on remediating exceptions received from trade repositories that provide the bank’s transaction reports to regulatory bodies globally. Key Responsibilities: <ul> <li>You will monitor and resolve pre- and post-submission transaction reporting for the EMIR / UKEMIR jurisdictions.</li> <li>You will investigate issues and carry out root cause analysis; escalate regulatory breaches to senior management as required. </li> <li>You will partner with key stakeholders within TRCG and across the organisation (including Front Office, Technology and Compliance) to resolve issues.</li> <li>You will define remediation requirements and manage the remediation effort through to resolution.</li> <li>You will produce and disseminate function-related MI as required and provide insightful commentary and analysis.</li> <li>You will conduct data analysis to assist in responding to internal, client and regulator enquiries.</li> <li>You will participate in Change Management and business readiness activities to implement internal and external changes affecting transaction reporting.</li> <li>You will drive the continuous improvement of processes and controls through Operational Excellence to bring reporting in line with non-financial regulatory reporting (NFRR) global standards.</li> </ul> What we are looking for: <ul> <li>Experience of working in Banking Middle Office, Operations or other relevant functions will be ideal.</li> <li>You will have an Operational Excellence and process enhancement mindset.</li> <li>You will have strong communication skills across cross-functional stakeholders at varying levels of seniority. </li> <li>You will have the ability to conduct and review meaningful analysis on large data sets and providing insightful commentary.</li> </ul> Skills that will help: <ul> <li>An understanding of the regulatory trade and transaction reporting landscape will be a plus.</li> <li>Experience with EMIR / UKEMIR would be an advantage.</li> <li>Familiarity with key products covered by regulatory reporting obligations (FX, Credit, Rates, Equities, Futures &amp; Options) would be an advantage.</li> <li>Proficient in MS Office, including Excel (VB advantageous) and PowerPoint will be a plus.</li> </ul> Benefits of working at Bank of America UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner </li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum </li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc</li> <li>Use of a flex fund to use towards benefits </li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions </li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Transaction Reporting Submission Control Professional

Zeeco

Quality Administrative Assistant

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. 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. 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; and FINRA. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time 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 ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. Required Qualifications: <ul> <li>Displays confidence working in a sales role</li> <li>Builds strong client relationships through effective communication and collaboration</li> <li>Displays a proactive mindset and effective time management</li> <li>Demonstrates a results-driven mindset and prioritizes client interests</li> <li>Identifies appropriate client solutions through application of learnings and new information</li> <li>Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li> </ul> Desired Qualifications: <ul> <li>Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience</li> <li>Learns and adapts to new technology or applications</li> <li>Executes multiple tasks simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee: American Canyon Financial Center

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for 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 &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. • 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: • 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: • 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 Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments - Southern Philly Market

Job TitleDirector, Portfolio AdministrationJob Description SummaryPosition operates as a part of the North American Portfolio Administration Leadership team. Responsible to serve as point of contact for the client ensuring the highest level of customer service and to ensure Portfolio Lease Administration are sold, executed, and performed to the highest industry standards.Job Description<ul><li>Maintain track record of value creation and contribute to profitable/cost effective operations</li></ul><ul><li>Ensure financial performance of designated account(s) within the Portfolio Lease Administration Service Line</li></ul><ul><li>Develop and recommend department operations policy; provide strategic leadership within the department</li></ul><ul><li>Assist with the development of proposals and presentations for prospective projects</li></ul><ul><li>Coordinate and/or prepare reports, annual budgets, or needed financial documents</li></ul><ul><li>Deliver budgeted financial targets and other standards set forth in approved business plans for the combined businesses/accounts within the region</li></ul><ul><li>Provide strategic and tactical decisions of the business unit, including the identification of product line expansion/diversification opportunities and playing a key role in marketing for new business</li></ul><ul><li>Develop and cultivate customer relationships for long-term business opportunities</li></ul><ul><li>Manage a group if direct reports between 3-10 people.</li></ul><ul><li>Performs other related duties as required or requested.</li></ul> Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

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