Investment Fund Managers

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

**Job responsibilities**

+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

+ Demonstrate a deep understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity

+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

+ Provide a holistic view of clients' needs and financial coaching beyond investments

+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

**Required qualifications, capabilities, and skills**

+ At least 2 years in a Financial Advisor role or equivalent financial services experience

+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

+ Demonstrated ability and commitment to goals-based planning and advice

+ A valid and active Series 7

+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP®) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

**Company :**

Highmark Inc.

**Job Description :**

**JOB SUMMARY**

This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

**ESSENTIAL RESPONSIBILITIES**

+ Communicate effectively. Display effective communication skills.

+ Coordinate with other departments, locations, and divisions.

+ Communicate with other departments and/or outside agencies to resolve problems.

+ Communicate with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Advise management of expected outcomes, and recommending ways to improve the outcomes.

+ Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

+ Communicate with Management as to project status and completion deadlines.

+ Perform financial and business related analysis.

+ Analyze, evaluate and interpret appropriate financial and statistical data.

+ Develop and/or document business policies, conducts special financial and business related studies and cooperate with other departments in the preparation of analyses.

+ Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.

+ Analyze financial reports and records.

+ Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.

+ Advise management of expected outcomes, and recommend ways to improve the outcomes.

+ Independently pursue fundamental problem solving and documents the recommendations to management.

+ Facilitate analysis and reporting

+ Utilize computer to input, retrieve or display accounting information.

+ Develop and maintain spreadsheets and databases.

+ Utilize PC and/or mainframe based systems and software, compile and prepare reports, graphs and charts of data developed.

+ Serve as a project lead for special projects within the department.

+ Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

+ Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Make recommendations based on findings when necessary.

+ Other duties as assigned or requested.

**QUALIFICATIONS**

**EDUCATION**

**Required**

+ Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

**Preferred**

+ None

**EXPERIENCE**

**Required**

+ 5 - 10 years of relevant, progressive experience in Accounting and/or Finance

+ Experience with various computer applications to include MS Excel and/or MS Access

**Preferred**

+ Prior pharmacy experience with a pharmacy benefit manager (PBM), consultant, pharmacy provider, or another organization specializing in pharmacy

**LICENSES or CERTIFICATIONS**

**Required**

+ None

**Preferred**

+ None

**SKILLS**

+ Strong written and oral communication skills

+ Strong relationship building skills

+ Client focused with strong business acumen

+ Self-starter with the ability to work under pressure independently and as part of a team.

+ Ability to think strategically and act proactively to create strong trust and confidence with business units

+ Strong innovative problem-solving capabilities

**Language (Other than English):**

None

**Travel Requirement:**

0% - 25%

**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

**Position Type**

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Never

**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

_Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

**Pay Range Minimum:**

$57,700.00

**Pay Range Maximum:**

$107,800.00

_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at HRServices@highmarkhealth.org

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J256334

Financial Solutions Advisor - Registration Candidate - Consumer Investments - Tucson Area

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

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

Acknowledge

Refer a friend

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

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**Job Description:**

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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**Job Description:**

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

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

**We’ll help you:**

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

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

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

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

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

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

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

**Required Qualifications:**

+ Aptitude in obtaining required industry licenses.

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

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

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

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

+ Executes multiple tasks simultaneously.

+ Learns and adapts to new technology or applications.

**Desired Qualifications:**

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

+ Bi-lingual Spanish speaking

**Skills:**

+ Advisory

+ Account Management

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Issue Management

+ Client Solutions Advisory

+ Pipeline Management

+ Active Listening

+ Attention to Detail

+ Risk Management

+ Policies, Procedures, and Guidelines

+ Client Management

+ Causation Analysis

+ Written Communications

**Minimum Education Requirement:**

+ High School Diploma / GED / Secondary School or equivalent

**Schedule:**

+ Monday - Friday and rotating Saturdays

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Wealth Management Client Associate

Scottsdale, Arizona

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

Acknowledge

Refer a friend

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

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**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 providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

**Responsibilities:**

+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

**Skills:**

+ Account Management

+ Client Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Business Development

+ Client Solutions Advisory

+ Pipeline Management

+ Prioritization

+ Administrative Services

+ Emotional Intelligence

+ Referral Identification

+ Written Communications

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Solutions Advisor - Registration Candidate - Consumer Investments - Tucson Area

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

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

Acknowledge

Refer a friend

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

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tucson/Financial-Solutions-Advisor---Registration-Candidate---Consumer-Investments---Tucson-Area\_25028428)

**Job Description:**

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

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**Job Description:**

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

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

**We’ll help you:**

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

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

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

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

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

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

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

**Required Qualifications:**

+ Aptitude in obtaining required industry licenses.

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

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

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

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

+ Executes multiple tasks simultaneously.

+ Learns and adapts to new technology or applications.

**Desired Qualifications:**

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

+ Bi-lingual Spanish speaking

**Skills:**

+ Advisory

+ Account Management

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Issue Management

+ Client Solutions Advisory

+ Pipeline Management

+ Active Listening

+ Attention to Detail

+ Risk Management

+ Policies, Procedures, and Guidelines

+ Client Management

+ Causation Analysis

+ Written Communications

**Minimum Education Requirement:**

+ High School Diploma / GED / Secondary School or equivalent

**Schedule:**

+ Monday - Friday and rotating Saturdays

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**About this role:**

Wells Fargo is seeking an Sr. Information Security Analyst to help mature the Data Loss Prevention front line risk management and governance program. Engage stakeholders and large matrix teams to provide guidance and solutions on cyber security controls, policies, and standards specifically with Data Loss Prevention (DLP) but not limited to DLP. The analyst will provide technical analysis and reporting/metrics of security/risk exposure and mitigation planning with cyber security domain and business unit stakeholders.

**In this role, you will:**

+ Provide information security consultation to improve awareness and compliance with Enterprise Information Security policy, processes and standards

+ Perform remediation of security assessment review issues, complex ad hoc data, and reporting to support information security risk management

+ Provide guidance and direction in reviewing assessment findings and mitigating controls to optimize information security

+ Identify and direct information asset portfolio reconciliations and certifications

+ Provide advanced data aggregation and data of information security risk exposure

+ Execute governance process in support of Data Loss Prevention Domain

+ Review draft and proposed control standards for business impact and recommend modifications or clarifications as required

+ Conduct security control testing and consultation with stakeholders

+ Evaluate and interpret internal and Enterprise Information Security policies, processes and standards, and provide recommendations to improve them

+ Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

+ Interact with internal customers

+ Serve as a mentor to less experienced staff

**Required Qualifications:**

+ 4+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Advanced experience and knowledge with Cybersecurity Risk Management

+ Advanced experience and knowledge with Data Loss Prevention solutions and techniques

+ Advanced knowledge of Governance, Risk and Compliance (GRC)

+ 2+ year(s) of experience leading stakeholder teams to design and develop internal and external threat mitigation strategies to include threat modeling, data analytics and visualization

+ 2+ year(s) experience working with data loss prevention data at rest environment and data in transit

+ 2+ year(s) of experience one or a combination of the following: reporting, analytics, or modeling in an information security environment, information technology environment, or a combination of both

+ 2+ year(s) of Information Security Frameworks and standards (FFIEC, NIST, ISO) experience

+ 2+ year(s) of experience with Information security domains (data, crypto, IAM, network, platform or application)

+ 2+ years of experience with Cloud implementations for regulated, enterprise environments

**Job Expectations:**

+ Travel up to 20% domestically

+ Ability to work onsite in the office in a hybrid model.

+ This position is not eligible for Visa Sponsorship

**Locations:**

+ Chandler, AZ

+ Charlotte, NC

**Posting End Date:**

2 Jul 2025

**_*Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-423929

**Job Description**

At Boeing, we innovate and collaborate to make the world a better place. We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.

Boeing Finance Shared Services (FSS) is seeking a **Senior** **Financial Analyst** to join the Defense Supply Chain Financial Analysis team in **Mesa, AZ.**

This Senior Financial Analyst will be responsible for in-depth and complex material cost analysis across our Defense portfolio, evaluating financial and supply chain datasets. Analysis across supply chain consists of, but not limited to, Bill of Material analysis, including demand analysis, transfer and scrap trends, Material Requirements Planning (MRP) system transactions, and inventory analysis in support of key program financial affordability objectives. A key priority will be to evaluate and analyze our material cost for improved risk and opportunity recommendations and continuously improve our cost management and integration across our business systems, in particular Material Management and Accounting System (MMAS) and Earned Value Management System (EVMS). The analyst will also be responsible for evaluation and integration of material cost into future systems and tools.

This analyst will work closely with other analysts within the Defense Supply Chain vertical and with key stakeholders across other functions including Supply Chain, Materials Management, Program Finance, Integrated Planning and Scheduling, Engineering, and Program Management.

**Position Responsibilities:**

+ Analyzes Bill of Materials, supplier data, material demands, and MRP/Enterprise Resource Planning (ERP) system data, in addition to material cost data and trends across multiple programs and platforms

+ Makes recommendations to management on material financial performance projections using analysis and evaluations of various system datasets and business knowledge and experience

+ Navigates ambiguity to identify opportunities, risks, and challenges the business to capture value

+ Ensures compliance with applicable Boeing and Governmental regulations concerning financial policies, procedures, processes, systems and tools

+ Trains, mentors, and leads other analysts

+ Exhibits a positive attitude and willingness to serve as a change agent

**Basic Qualifications (Required Skills/Experience):**

+ Bachelor’s Degree or higher

+ 5+ years of experience in a business-related function (including but not limited to: Finance, Contracts, Estimating, Procurement Financial Analysis, Business Operations, Supplier Management)

+ Experience applying EVM methodology and analysis

+ Experience analyzing MRP/ERP system data

+ Experience with Estimates at Completion, Data Analysis, Budgeting, and/or Cost Performance Reporting

+ Experience building positive relationships, collaborating effectively, and communicating clearly

+ Ability to work with and analyze large amounts of data

+ Ability to work across functions and represent finance effectively

**Preferred Qualifications (Desired Skills/Experience):**

+ Experience with financial analysis, financial modeling, financial or resource forecasts, and/or assessment of associated risks and opportunities

+ Experience working with large data sets (e.g. advanced Excel, Power Pivot, Tableau and/or Microsoft Power BI)

+ Experience using strong verbal and written communication skills both virtually and in-person

+ Experience as a change agent and ability to communicate and drive change with multiple stakeholders

+ Experience as a Material Cost Analysis, Procurement Financial Analysis, Supply Chain, Material Estimating or Materials Management Business Analyst

+ Ability to adapt to rapidly changing environments and ability to meet deliverables

**Drug Free Workplace:**

Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.

**Pay & Benefits:**

At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.

The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.

The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Pay is based upon candidate experience and qualifications, as well as market and business considerations.

Summary pay range: $99,450 – $134,550

Applications for this position will be accepted until **Jul. 14, 2025**

**Export Control Requirements:** This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee.

**Export Control Details:** US based job, US Person required

**Education**

Bachelor's Degree or Equivalent Required

**Relocation**

Relocation assistance is not a negotiable benefit for this position.

**Visa Sponsorship**

Employer will not sponsor applicants for employment visa status.

**Shift**

This position is for 1st shift

**Equal Opportunity Employer:**

Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

**Responsibilities**

***This is a remote opportunity**

The CommonSpirit (CSH) Real Estate Strategy; Development (RESD) business unit supports the organization in developing dynamic portfolio solutions across the Enterprise - largely focused on Market Planning, Portfolio Optimization, Real Estate Development, and support of Joint Venture and M & A initiatives. Within our Market Planning work, we focus on portfolio alignment to the Integrated Delivery Network (IDN), campus planning, physician enterprise, market support for long range strategic plans, and strategic leasing.

The System Analyst, Portfolio Market Planning will play a key role in supporting Market Planning and Site Specific planning strategies across the enterprise. The successful candidate will collaborate with RESD leaders and Region and Market leadership to support the alignment of strategy and real estate to ensure appropriate investment in the IDN. They will be tasked with the support of innovative solutions that reflect the development of a comprehensive care delivery portfolio that supports the IDN for the organization. This position will support early Healthcare Planning activities to synthesize market and service line strategies into justified and rational business plans to serve as a basis for planning for business plan development and potential implementation. The successful candidate will support market planning engagements with Market Operations + Strategy leaders, and will build relationships and forums for the proper exchange of data and information. This position is essential to ensure accurate analytics in support of CSH investments in the inpatient and ambulatory setting.

The candidate will be responsible for data and information analysis, report preparation, and delivery of findings to support strategic rationale and justification for the development of projects. The successful candidate will have the ability to perform the following: data and information analytics to support development of business plans, recommendations and reports, and assist in preparation and presentation to and facilitate discussions with Market leaders.

Data analytics will address service line utilization, market positioning and competitive dynamics, service area demographics, potential growth areas,and current business unit utilization. The candidate will synthesize data, and will overlay components such as market and business unit assessments, service line volume forecasts, market share, capacity and throughput modeling, and key planning unit requirements for all elements of care delivery.

At the direction of the System Director, Real Estate Strategy Portfolio Healthcare Planning, the successful candidate will collaborate with other National Real Estate Services team members to develop and support market plans across the portfolio. The candidate will collaborate with Real Estate Planning, Project Management, and Facilities Management teams to develop comprehensive implementation plans.

1. Supports the successful development and completion of market and site / business unit specific strategies to support our Integrated Delivery Network

2. Conduct various healthcare market and site-specific analyses to support portfolio Market Plans, support Campus

Master Planning, MOB and physician enterprise planning, market assessments for land acquisition, campus repurposing, distribution of services across campus, shifts in site of care, etc. - e.g. market analysis, volume throughput analysis, capacity modeling, financial analysis, conceptual space needs, etc.

3. Support planning studies resulting in comprehensive reports for business plan approvals. Analyzing market and service line level strategies into successful plans and basis for planning – indicating projected changes in market positioning, volumes, and key planning units required to support implementation.

4. Responsible for providing data and information support to the Real Estate Strategy team and market leaders to ensure planning strategies and approach are aligned with organizational priorities.

5. Responsible for drafting and presenting executive level reports.

6. Collecting and analyzing data and information from internal CSH, external and market based resources 7. Build relationships with Business Unit, Market, and Division Operations and Strategy leaders 8. Develops

and fosters external relationships to stay abreast of current trends and best practices 9. Collaborate with cross-functional teams

10. Support meetings, prepare presentation materials, and both support and lead meetings with senior Market and Region leaders

11. Supports and promotes CommonSpirit Health’s and social Responsibilities

12. Consistently act in accordance with CommonSpirit Health policy and procedure guidelines.

**Qualifications**

∙ Bachelors degree Real Estate, Engineering, Architecture, Finance, Accounting, Business Administration, Health Administration, or related field required. Master’s Degree preferred.

∙ Minimum of two (2) years of experience in healthcare market planning or related field required

∙ Ability to support data analytics related to market analysis including current assessments, volume forecasts, and key planning unit projections to justify development of project plans

∙ Understands the impact of how service line and care delivery changes impact space, operations, and AEC

∙ Demonstrated ability to work with collaborative team on complex planning issues that have direct impact on the delivery of care for both acute and ambulatory sites

∙ Demonstrated ability to work with multidisciplinary groups.

∙ Creative problem solving skills; ability to analyze information related to complex problems to further the goals of the organization

∙ Ability to collaborative and communicate effectively and have excellent interpersonal relationship building skills

∙ Excellent writing and presentation skills

∙ Ability to work with varied and complex data sets

∙ Self-starter who can work independently but also work collaboratively with a team

∙ Knowledge of healthcare industry market trends

∙ Ability to make effective decisions with limited time and information

∙ Advanced knowledge in MS Office applications and Google Suite

**Overview**

Inspired by faith. Driven by innovation. Powered by humankindness. CommonSpirit Health is building a healthier future for all through its integrated health services. As one of the nation’s largest nonprofit Catholic healthcare organizations, CommonSpirit Health delivers more than 20 million patient encounters annually through more than 2,300 clinics, care sites and 137 hospital-based locations, in addition to its home-based services and virtual care offerings. CommonSpirit has more than 157,000 employees, 45,000 nurses and 25,000 physicians and advanced practice providers across 24 states and contributes more than $4.2 billion annually in charity care, community benefits and unreimbursed government programs. Together with our patients, physicians, partners, and communities, we are creating a more just, equitable, and innovative healthcare delivery system.

**Pay Range**

$30.55 - $44.30 /hour

We are an equal opportunity employer.

Financial Solutions Advisor - Consumer Investments - East Valley Phoenix Area

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

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

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**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**Job Description:**

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

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

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

+ Mitigates and controls risk as part of daily activities

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

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

**Required** **Qualifications** :

+ Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

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

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

+ Sets and accomplishes goals, achieving whatever you put your mind to.

+ Builds and nurtures strong relationships.

+ Collaborates effectively with others to get things done.

+ Communicates effectively and confidently and is comfortable engaging all clients.

+ Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

+ Likes to learn, adapts to new information and seeks the right solutions for clients.

+ Efficiently manages your time and capacity.

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

**Desired** **Qualifications** :

+ Bi-lingual Spanish speaking

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

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

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

+ Obtained your insurance licenses.

**Skills:**

+ Account Management

+ Advisory

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Active Listening

+ Attention to Detail

+ Client Solutions Advisory

+ Issue Management

+ Pipeline Management

+ Causation Analysis

+ Client Management

+ Policies, Procedures, and Guidelines

+ Risk Management

+ Written Communications

**Minimum Education Requirement:**

+ High School Diploma / GED / Secondary School or equivalent

**Schedule:**

+ Monday - Friday and rotating Saturdays

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Financial Solutions Advisor - Registration Candidate - Consumer Investments - East Valley Phoenix Area

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

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

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

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**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing, and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**Job Description:**

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

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

**We’ll help you:**

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

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

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

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

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

+ Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

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

**Required Qualifications:**

+ Aptitude in obtaining required industry licenses.

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

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

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

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

+ Executes multiple tasks simultaneously.

+ Learns and adapts to new technology or applications.

**Desired Qualifications:**

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

+ Bi-lingual Spanish speaking

**Skills:**

+ Advisory

+ Account Management

+ Client Experience Branding

+ Customer and Client Focus

+ Oral Communications

+ Issue Management

+ Client Solutions Advisory

+ Pipeline Management

+ Active Listening

+ Attention to Detail

+ Risk Management

+ Policies, Procedures, and Guidelines

+ Client Management

+ Causation Analysis

+ Written Communications

**Minimum Education Requirement:**

+ High School Diploma / GED / Secondary School or equivalent

**Schedule:**

+ Monday - Friday and rotating Saturdays

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.