field_remote_option

job_industry

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

Job Description: 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. 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! 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

Bank of America

Financial Solutions Advisor- Consumer Investments-East Atlanta Market

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. 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: <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> </ul> <ul><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> *****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 - Consumer Investments- Tri-Valley Area

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 overseeing the day-to day transaction processing operations function, and ensuring the team executes operations tasks with accuracy, timeliness and quality service. Key responsibilities include employee training, coaching, addressing employee inquiries, escalations, approvals, and team supervision ensuring accurate process execution. Job expectations include maintaining service quality, accuracy and escalating issues to management, as needed. Responsibilities: Manages team workflow across various systems and provides process oversight and direction for accurate and timely completion of deliverables Provides day-to-day training and coaching to team while addressing employee inquiries and escalations Monitors team service levels, volume, performance metric reporting, escalating concerns where appropriate Conducts quality assurance reviews and provides routine supervisory manager approvals Researches complex operational and client requests, issues, and escalations to identify root cause and assist with remediation efforts and solutions Reviews processes to ensure effectiveness, and recommending process improvement and risk mitigation opportunities to senior management Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation Line of Business Job Description and Role Responsibilities: ​​Wealth Management Operations provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, Banking &amp; Personal Retirement Operations provides support for Merrill and Private Bank accounts and transactions. The Perform Bookkeeping and Deposit Checks for Merrill Clients team supports the deposit of checks into Merrill brokerage accounts, the opening and sorting of mail that may contain a check, and the validation of financial transactions for Merrill brokerage accounts. A successful Transaction Management Operations Team Lead on this team:​ Possesses and maintains a full understanding of the end-to-end process for the team including but not limited to understanding the client experience, the products, the process flow, the systems, the control points, the risks, and the metric targets. Serves as the first line of support for Account Management Representatives and Operations Analysts with training, answering questions, escalations or obstacles when executing the process. Coaches and supports Account Management Representatives and Operations Analysts as needed to drive team and individual performance goals. Serves and the manager's back up, proxy and partner in creating an inclusive and engaged team. Builds rapport and effective relationships with all team members, manager and all partners needed to resolve issues within the process or gain approval for exceptions. Adapts and helps team members adapt to ever changing products and services Complies with all Bank of America policies. Required Skills: <ul> <li>Must have excellent written and verbal communication skills</li> <li>Exceptional attention to detail and the ability to hold others accountable without direct supervision.</li> <li>Flexibility with ability to handle a variety of tasks and projects independently.</li> <li>Ability to handle multiple deliverables for either daily processing and/or expanded strategic initiatives</li> <li>Advanced Excel and Microsoft Word skills</li> <li>An understanding of technology and the ability to incorporate that understanding into process improvements</li> <li>Intellectually curious with a mindset focused on deep understanding of business processes supported​</li> </ul> Skills: <ul> <li>Attention to Detail</li> <li>Customer and Client Focus</li> <li>Oral Communications</li> <li>Prioritization</li> <li>Problem Solving</li> <li>Written Communications</li> <li>Account Management</li> <li>Analytical Thinking</li> <li>Coaching</li> <li>Mentoring</li> <li>Research</li> <li>Result Orientation</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Transaction Management Ops Team Lead

Job TitleTransaction Manager - Industrial AssetsJob Description SummaryAs part of a high performing team, this role offers candidates to be in a client-facing role and partake in actual deal processing. The candidate will participate in presentations and support existing clients on the full life cycle of a commercial real estate transaction. The position is based in East Rutherford, New Jersey. Attention to detail and the ability to thrive in a fast-paced environment are critical keys to success in this role. A successful candidate must also have previous commercial real estate experience.Job DescriptionJob Responsibilities:• Provides operational coordination to C&amp;W transaction management professionals who are supporting a client’s dispersed portfolio of real estate locations, primarily in North America.• Process paperwork (e.g. ensure proper distribution once documents are fully executed, act as a liaison between Real Estate, Lease Administration, and other service lines as needed)• Coordinate client feedback questionnaires/surveys• Support the transactions team with any documentation required to be used during the transaction’s management process including new leases, renewals, purchases, sales, subleases, options, etc.• Interface directly with clients as needed to report and update stakeholders• Track and report upcoming lease expirations and other critical dates• Draft and process all requests for service or client initiation documents• Draft and process all Co-Broker and agent engagement letters• Manage and oversee transactions occurring all over the world• Participate in client meetings and pitches• Unlimited growth opportunities to manage and close deal transactions.Minimum Requirements• Bachelor’s Degree• 2 or more years of commercial real estate experience• Experience in industrial transactions required• Experience using CoStar and Real Capital Analytics a plus• New Jersey Real Estate Salesperson’s License, or ability to obtain one within six months of employment.• Exceptional analytical skills and rigorous attention to detail• Experience in creating cash flow analyses is preferable• Ability to read and interpret financial statements and leases• Ability to operate efficiently both individually and as part of a team• Strong written and oral communication skills• Ability to multitask and prioritize assignments• If located in the East Rutherford area, there is an in office expectation 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: $98,600.00 - $116,000.00Cushman &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

Transaction Manager - Industrial Assets

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. The Information Security Officer will be a member of the Business Information Security Officer's (BISO) organization and work closely with the line of business and their COOs and their supporting technology teams from the Chief Information Officers (CIOs)/Chief Technology Officers (CTOs). In this role, you will be supporting a group/team to develop a deep understanding of the business in order to have specialized information security risk-based discussions. This relationship will ensure a focus on the right risk priorities. You will also provide guidance on information security topics, policies and controls. Scale/Scope: • Contribute to the ongoing information security initiatives and improvements development, implementation and maintenance of information security for the line of business (LOB) • Serves as an Information Security subject matter expert and liaison with GIS teams and participates in the development, implementation and maintenance of information security programs for both the line of business (LOB) and the enterprise • Provides guidance and advocacy regarding the prioritization of LOB investments that impact information security • Advises LOB management on risk issues related to information security and recommends actions in support of the bank's wider risk management and compliance programs • Monitors information security trends internal and external to the bank and keeps LOB leadership informed about information security-related issues • Manages information security control alignment reporting to LOB Leadership. Risk Management: • Drives GIS/LOB risk deliverables • Collaborates with risk partners on info security critical priorities • Participates in senior LOB specific Risk Management &amp; Business Continuity Routines • Identifies and measures global information security (GIS) controls on most critical business processes or channels Leadership/Strategy: • Ability to build strong Partner relationships with peer technology groups and supported LOB • Supports the triage process with the client and helps them understand the GIS support structure • Drives required risk culture and partnership with peer technology teams and supported LOB • Participates in key CIO operating routines to drive information security risk strategy • Has a solid grasp of security in big data and other instructed large data structures Required Skills: • 2-5 years of experience in technology and 5 + years in information security • Must display subject matter experience in application security, vulnerability testing, system testing, and/or Agile lifecycle management • Strong LOB knowledge/experience for the type of business they are aligned to (e.g..CSBB/GBM) • 1-2 years of risk management experience or direct participation in risk management processes, including application risk classification and application control assessments. • Experience giving presentations and superb communication skills Shift:1st shift (United States of America) Hours Per Week: 40

Business Information Security Officer (BISO)

Job TitleClient Engagement SpecialistJob Description SummaryThe Valuation &amp; Advisory (V&amp;A) Client Engagement Specialist is primarily responsible for facilitation of client engagement which includes but is not limited to responding to opportunities for new engagements on behalf of the professionals and management of the company’s Valuation &amp; Advisory service line. Working under the direction of the Client Engagement manager and in partnership with the Market Lead, this team of specialists is responsible for fielding and responding to proposals for potential new engagements on time and with great accuracy. Additional responsibilities include occasional preparation of engagement letters, tracking wins/losses, accepting engagement awards and transmitting related engagement information, maintaining rosters and client lists and various administrative duties. This is a highly visible position requiring constant communication with external clients, internal managers and valuation professionals. The successful candidate will be organized, detailed oriented, and have the ability to multitask and follow through in a fast-paced environment. Excellent written communication skills required. In office or remote work accommodations provided based on employee preference. We believe what we do matters and makes a difference. Respect for each other and our clients is at the forefront of our business. We believe in collaboration, connection and supporting one another. Our team is highly engaged and empowered to reach their fullest potential. If these values resonate with you, consider joining our team.Job Description<h2>KEY RESPONSIBILITIES</h2><ul> <li>Contribute to the client engagement process by receiving requests, fielding requests appropriately and responding accordingly based on client needs, available staffing and timing</li> <li>Utilize third party sites to receive, enter and follow-up on new engagement opportunities</li> <li>Support Market Lead to maintain database of appraiser information to accurately staff assignments (designations, licenses, specialties, etc.)</li> <li>Tracking new engagement opportunities to insure proper reporting (win/loss ratio, fees, appraiser capacity, etc.)</li> <li>Coordinate with other V&amp;A Client Engagement Specialists to communicate changes and resolve issues across the process</li> <li>Proactively follow-up with appraisers to ensure responses are submitted on-time</li> <li>Accepting new assignments and preparing set up requirements for the Financial Operations team</li> <li>Update and manage our internal SharePoint platform with all new opportunity details</li> </ul><h2>REQUIRED SKILLS &amp; EXPERIENCE</h2><ul> <li>3-5 years of experience supporting a revenue-generating business with exposure to engagement management and general administrative functions</li> <li>Intermediate proficiency using MS Office Suites, ability to perform basic mathematical calculations, and proficiency working in a web-based project management software environment</li> <li>Excellent oral and written communication skills</li> <li>Ability to juggle several processes simultaneously without sacrificing work product or accuracy</li> <li>Time management and organizational skills</li> <li>Sense of urgency and ability to meet critical, recurring deadlines</li> <li>Maintenance of confidential information</li> <li>Desire to collaborate in a team environment, sharing relevant information with colleagues and clients</li> <li>Proactively problem solve and remove obstacles that prohibit us from doing our best work</li> <li>Uphold the V&amp;A standards of respect, responsiveness and people first (colleagues and clients)</li> </ul>#Remote #RemoteLI 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: $25.08 - $29.51923Cushman &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”

Client Engagement Specialist

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. 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 working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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>Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies</li> <li>Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions</li> <li>Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth</li> <li>Understands and accesses the full breadth of resources across the bank to benefit clients or prospects</li> <li>Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor</li> <li>Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds</li> </ul> The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: <ul> <li>Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! </li> <li>Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.</li> <li>Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.</li> <li>Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.</li> </ul> As a Merrill FSA, you can look forward to: <ul> <li>A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.</li> <li>Marketing strategies to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.</li> <li>Potential Opportunities for professional growth.</li> <li>Leadership opportunities, including leading client and conference seminars</li> </ul> We’re a culture that: <ul> <li>Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.</li> <li>Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.</li> <li>Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.</li> <li>Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.</li> <li>Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.</li> </ul> Required Qualifications: <ul> <li>Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses</li> <li>Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded</li> <li>Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services</li> <li>Self-starter who efficiently manages time and capacity</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>Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients</li> </ul> Desired Qualifications: <ul> <li>Proven ability to partner and promote lead generation</li> <li>Experience balancing investment management, sales activities, and new client development</li> <li>Strong computer skills and the ability to multitask in a demanding environment</li> <li>Bachelor's degree, preferably in business-related field</li> <li>Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)</li> <li>Obtained insurance licenses ​</li> </ul> Skills: <ul> <li>Account Management</li> <li>Client Investments Management</li> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Relationship Building</li> <li>Advisory</li> <li>Business Development</li> <li>Fraud Management</li> <li>Pipeline Management</li> <li>Portfolio Management</li> <li>Client Experience Branding</li> <li>Issue Management</li> <li>Prospecting</li> <li>Referral Identification</li> <li>Sales Performance Management</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - 5th Ave Market

Job Description: Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth Understands and accesses the full breadth of resources across the bank to benefit clients or prospects Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment &amp; Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars We’re a culture that: Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity 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 Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses ​ Skills: Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40 Shift:1st shift (United States of America) Hours Per Week: 40

Merrill Financial Solutions Advisor - Raleigh and Surrounding areas

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 - Parole Financial Center

SUMMARY Reporting to the Sr. Director, Cause Marketing &amp; Workplace Giving, the Corporate Development Officer (CDO) – Cause Marketing is responsible for cultivating new national and global corporate cause marketing partnerships in support of Habitat for Humanity International’s mission. The CDO will work closely with development leadership and key HFHI program stakeholders to maximize fundraising opportunities primarily in support of Habitat’s Global Impact Fund. In addition, the CDO will actively manage a pipeline and portfolio of current Cause partners and prospects, including multi-national corporations and national media/PR agencies. The DCO will be responsible for a revenue goal of $3-5 million annually. ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul> <li>Solicit New Prospects and Manage Current Cause Partner Relationships<ul> <li>Maintain a pipeline of vetted partnerships through systematic and ongoing prospecting activities; qualify prospects and design effective partnership programs; implement effective diversification of the partner industry portfolio; and develop and present compelling comprehensive solicitation plans.</li> <li>Work in collaboration with Habitat local affiliates/offices to cultivate opportunities for national partnership.</li> <li>Work in collaboration with other Corporate Development Officers as a subject matter expert for cause marketing.</li> <li>Steward Workplace Giving partners to more robust giving plans.</li> </ul> </li> <li>Strategic Planning<ul> <li>Implement tools and strategies to increase partner engagement in cause marketing initiatives and other sources of unrestricted revenue, including leveraging partners’ employee and customer spheres of influence to fundraise on behalf of HFHI.</li> <li>Partner with HFHI Marketing and Communications, key Resource Development teams and other organizational stakeholders to identify opportunities to collaborate to unveil new cause marketing prospects and opportunities.</li> <li>Stay current on consumer trends, and best practices in cause marketing, retail, digital and corporate sponsorship; convert insights into actionable programs and new revenue streams. Define account-specific strategies that deepen partner engagement with Habitat and foster mutually beneficial, sustainable, mission-centered partnerships.</li> <li>Identify strategies to best collaborate with Habitat local affiliates/offices to unveil partnership opportunities.</li> </ul> </li> <li>Partner Stewardship<ul> <li>Ensure 100% partner satisfaction through thoughtful stewardship and best-in-class customer service.</li> <li>Maintain and expand base of corporate partner relationships through on-going communication and solicitation as appropriate; ensure timely renewals and continued partnership growth YOY, particularly as it pertains to support of the Global Impact Fund.</li> <li>Leverage opportunities for high-touch stewardship such as invitations to HFHI events and executive-led volunteer experiences, customized stewardship reports, etc.</li> </ul> </li> <li>Collaboration<ul> <li>Collaborate with Resource Development peers in structuring/managing cause marketing and multi-national partnerships.</li> <li>Establish strong relationships with HFH affiliate Executive Directors and resource development teams as well as HFHI regional staff; support the collaborative development efforts among Habitat for Humanity entities including the identification of opportunities to share prospects with HFHI resource development colleagues and local Habitat affiliates, as appropriate. Consistent and ongoing collaboration with Habitat local affiliates/offices to unveil partnership opportunities.</li> </ul> </li> <li>Administration, Reporting &amp; Analysis<ul> <li>Design systems for metrics tracking, analytics, and knowledge sharing, providing accurate activity and pipeline reports including revenue and expense forecasts as required.</li> <li>Maintain current prospect and partner records in donor management system.</li> </ul> </li> <li>Other related duties as assigned.</li> </ul> MINIMUM REQUIREMENTS:<ul> <li>Bachelor’s Degree.</li> <li>3-5 years of experience in fundraising and cause marketing and/or prospect development.</li> <li>Experience in securing complex, six-and seven-figure multiyear commitments from Fortune 500 companies.</li> <li>Working knowledge of principles of corporate social responsibility, cause marketing, employee engagement and sponsorship preferred.</li> <li>Experience with international partnership strategy and development.</li> <li>Superior skills in project management, metrics, analytics, and reporting.</li> <li>Highly collaborative; optimistic personality with winning relationship skills to build internal and external partnerships. </li> <li>Creative, quick thinker who thrives in brainstorm sessions and who can think past obstacles to achieve a bigger vision.</li> <li>Highly proactive and autonomous, capable of driving projects in a complex and layered organization.</li> <li>Outstanding oral and written communication skills with excellent interpersonal, presentation and negotiation skills.</li> <li>Solution-oriented with commitment to delivering excellent internal and external customer service.</li> <li>Ability to complete multiple projects concurrently while balancing competing priorities; ability to meet deadlines.</li> <li>Ability to effectively manage HFHI resources including travel expenses.</li> <li>Computer literate; able to use word-processing, spreadsheet, database, and project software.</li> <li> Active support of HFHI Values:<ul> <li>Humility – We are part of something bigger than ourselves.</li> <li>Courage – We do what’s right, even when it is difficult or unpopular.</li> <li>Accountability – We take personal responsibility for Habitat’s mission.</li> </ul> </li> <li>Safeguarding: HFHI requires that all employees take seriously their ethical responsibilities to safeguarding our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of Habitat for Humanity’s code of conduct.</li> </ul> PERFERRED – In addition to minimum requirements:<ul><li>Knowledge of and passion for Habitat’s worldwide mission preferred.</li></ul> BENEFICIAL BUT NOT REQUIRED:<ul> <li>New business agency experience a plus</li> <li>Shopper marketing experience a plus</li> </ul> The actual salary offered for this role will be based on a variety of factors, including location, internal equity and the candidate’s qualifications and professional experience. HFHI offers a competitive, comprehensive benefits package that varies by country and typically includes vacation leave, sick leave, personal days, health insurance options, retirement plan contributions and life insurance. For work locations in the US, the hiring range for this position is $86,700 to $102,000. #LI-RM1 #LI-Hybrid #LI-Remote

4,939 Jobs