Bank of America Corporation
Bank of America
Corporate Financial Solutions Advisor – REQUIRED Series 7 and Series 66 - Peachtree Road Financial Center - Atlanta GA.
Atlanta, GA, 30309, USA
Corporate FSA (CFSA) develops new investment business with existing Merrill Lynch 401K or Equity Plan participants. The CFSA will identify, profile and meet with clients via telephone to analyze and review financial goals. The CFSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. The CFSA will be located in a Merrill Lynch complex and be a key partner for the FA team managing the Corporate/Institutional client relationship, as such, they will participate in on-going training and interaction with the Merrill Lynch Wealth Complex. The CFSA should be able to provide a single company and product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate systems and routines to support sales process.
**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.
**Required Skills & Experience:** **MUST** have these skills to be minimally qualified.
Series 7 & 66 (63 & 65 in lieu of 66) and Insurance licenses required.
Three years experience in business development and investments training.
If Internal, Minimum of Meets / Meets expectations in current FSA role
Internals must be In role minimum of 12 months
If Internal, Top 50% in national investment production (average funded accounts)
If Internal, RSM sponsorship that the FSA meets CFSA candidate profile
In good compliance standing
If internal, not currently on any form of disciplinary action
If Internal, consistently displays outstanding outbound calling activity in current FSA role **Desired Skills & Experience:**
4 year business degree preferred.
**Posting Date** : 04/10/2018
Atlanta, GA, 3455 PEACHTREE RD NE (GA7024),
- United States
**Travel** : Yes, 20% of the time
**Full / Part-time** : Full time
**Hours Per Week** : 40
**Shift** : 1st shift
**Weekly Schedule** : Monday-Friday open to close of banking center some Saturdays
**Assistance for Applicants with Disabilities**
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .
**Diversity & Inclusion**
At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
**Frequently Asked Questions**
Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.
Bank of America Corporation
Website : http://www.bankofamerica.com
Bank of America Corporation, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the United States and internationally. The companys Consumer & Business Banking segment offers traditional and money market savings accounts, CDs and IRAs, checking accounts, and investment accounts and products, as well as credit and debit cards; and lending related products and services, working capital management, and treasury solutions. This segment provides its products and services through operating 5,100 banking centers, 16,300 ATMs, call centers, and online and mobile banking platforms. Its Consumer Real Estate Services segment offers consumer real estate products comprising fixed and adjustable-rate first-lien mortgage loans for home purchase and refinancing needs, home equity lines of credit, and home equity loans. The companys Global Wealth & Investment Management segment provides investment and brokerage, estate and financial planning, fiduciary portfolio management, cash and liability management, and specialty asset management services; and retirement and benefit plan, philanthropic management, and asset management services. Its Global Banking segment provides various commercial loans, leases, commitment facilities, trade finance, real estate and asset-based loans, and consumer loans; treasury management, foreign exchange, and short-term investing options; and debt and equity underwriting and distribution, and merger-related and other advisory services. The companys Global Markets segment offers sales and trading services for securities and derivative products in primary and secondary markets; market-making, financing, securities clearing, settlement, and custody services to institutional investor clients; and risk management products. The company was founded in 1874 and is based in Charlotte, North Carolina.