Advisor Development Program
Company: Disability Solutions
Location: Santa Barbara
Posted on: May 5, 2024
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Job Description:
Job Description:As a Advisor Development Program Financial
Solutions Advisor Stage I (ADP FSA I), your journey begins
obtaining your Securities Industry licenses, where you receive
dedicated and personalized classes for your Securities Industry
Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain
your licenses, you will be taught the foundational skills needed to
be an advisor - from acquiring, building and managing client
relationships to considering a client's complex financial picture
and guiding them with advice and solutions to help them live their
best financial lives, all while humanizing financial interactions.
Once you have reached your key milestones, you will begin working
in a financial center where you will help to deliver Bank of
America's core banking, investment solutions and approach to client
care. We will equip you with everything you need as you move
through the stages of development. Once you have demonstrated
success as a licensed ADP Financial Solutions Advisor Stage I, you
will typically progress into the next role, ADP 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 ADP 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.Required skills:--- Sets and accomplishes goals,
achieving whatever you put your mind to.--- Is comfortable in a
sales role, finding ways to nurture strong relationships with
prospective clients.--- Communicates clearly and confidently with
clients from all walks of life.--- Works well with others and
collaborates productively to get things done.--- Can manage
complexity, prioritize tasks and execute in a fast-paced
environment.--- Likes to learn on your feet, adapting to new
information and seeking the right solutions for clients.---
Efficiently manages your time and capacity.--- Is thorough and will
incorporate relevant regulatory due diligence into daily to-do's
and long-term strategies for clients.Desired skills:--- Strong
computer skills with an ability to multitask in a demanding
environment.--- A bachelor's degree, or 1-2 years' experience
working in the financial service industry and/or a sales
environment where goals were met or exceeded.--- Experience
assessing client needs, identifying/recommending solutions, and
building/managing client relationships.Shift:1st shift (United
States of America)Hours Per Week: 40
Keywords: Disability Solutions, Santa Barbara , Advisor Development Program , Accounting, Auditing , Santa Barbara, California
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