Financial Services

Securities, Commodities, and Financial Services Sales Agents

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Securities, Commodities, and Financial Services Sales Agents

Average

$63,870

ANNUAL

$30.71

HOURLY

Entry Level

$37,790

ANNUAL

$18.17

HOURLY

Mid Level

$49,420

ANNUAL

$23.76

HOURLY

Expert Level

$101,750

ANNUAL

$48.92

HOURLY


Current Available & Projected Jobs

Securities, Commodities, and Financial Services Sales Agents

607

Current Available Jobs

13,050

Projected job openings through 2030


Sample Career Roadmap

Securities, Commodities, and Financial Services Sales Agents

Job Titles

Entry Level

JOB TITLE

Agent

Mid Level

JOB TITLE

Advisor

Expert Level

JOB TITLE

Director

Supporting Certifications


 Arizona State University


 Chandler-Gilbert Community College (MCCCD)

 GateWay Community College (MCCCD)

 Mesa Community College (MCCCD)

 Northern Arizona University

 Northern Arizona University

 Paradise Valley Community College (MCCCD)


 Scottsdale Community College (MCCCD)

Top Expected Tasks

Securities, Commodities, and Financial Services Sales Agents


Knowledge, Skills & Abilities

Securities, Commodities, and Financial Services Sales Agents

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Judgment and Decision Making

SKILL

Monitoring

SKILL

Active Learning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Speech Clarity

ABILITY

Written Comprehension


Job Opportunities

Securities, Commodities, and Financial Services Sales Agents

  • Outside Sales Representative-Landsberg Orora Phoenix
    Orora Packaging Solutions    Phoenix, AZ 85067
     Posted about 23 hours    

    **Outside Sales Representative-Landsberg Orora Phoenix**

    **Date posted:** Apr 24, 2024

    **Location:** Phoenix, AZ, US, 85043

    **Company:** Orora Group

    **Job Title: What’s Your Purpose? Become a Packaging Consultant & Transform Brands**

    Compensation: Superior compensation program and benefits for talented sales representatives - Uncapped compensation plan with unlimited earning potential (remotely based)!

    **Our Purpose:** to lead the transition to a more sustainably packaged future.

    **Why Landsberg Orora**

    Landsberg Orora is the packaging solutions division ofOrora Packaging Solutions (https://www.youtube.com/watch?v=sp7sA7RuMmQ) , a $3.5 billion Total Packaging Solutions company with more than 70 locations around the world that partners with customers to create custom packaging solutions that meet the complex needs of their businesses, bring their brands to life, and help them reduce their impact on the environment.

    While we may be a large company with extensive resources, we take a small-company, customer-led, approach to business. We believe in being hands-on, offering services like packaging audits and vendor managed inventories, educating customers on the latest innovations hitting the industry and responding to customers when they need us!

    Our service approach is what really sets us apart!

    **Learn More About Our Mission:** **https://www.youtube.com/watch?v=sp7sA7RuMmQ** **&** **https://www.ororagroup.com/sustainability/targets-and-goals**

    **Your opportunity:**

    As a packaging consultant, you will help customers bring their products to market with packaging services & solutions. Day to day activities include:

    1. Generating new leads by researching, networking, cold calling, and prospecting

    2. Increasing revenue and profitability through the generation of new business and further development of existing accounts

    3. Executing sales initiatives to grow sales and profitability within accounts

    4. Assisting clients in establishing sustainable packaging supply chains

    5. Understanding complex requirements from customers for preparation of packaging solutions and quotes

    6. Managing customer projects in various industries such as Food, Technology, Healthcare, Automotive, Industrial, etc

    7. Educating clients on the latest innovations within our industry

    8. Working in a fast-paced, multi-tasking environment to create a positive customer experience that results in repeat business

    **How We Support You:**

    1. Industry-leading sales and product training

    2. Work with one of the largest and most innovative team of graphic & structural packaging designers in the industry

    3. Dedicated customer service and global sourcing teams

    4. In-house testing lab with ability to validate ecommerce & cold chain packaging solutions

    5. Packaging Equipment Specialists to assist with automation opportunities

    6. Strategic Account resources and over 60 distribution sites to support sales globally

    7. Sustainability experts to identify customer requested solutions

    8. Sales Management to assist/support in all aspects of your role

    9. Innovative sales focused marketing resources to assist in the sales process

    10. Online customer portal for ordering, purchase history, favorite lists, etc

    **Your Background & Experience**

    + Packaging Experience preferred by not required

    + Associates degree (AA) or equivalent from a 2-year college, continuing education and/or training required (bachelor’s degree preferred)

    + Minimum of 2 years’ experience in sales/business development

    + Ability to use and create customer presentations, quotes, proposals, value logs, etc

    + Excellent organization & communication skills; internal and external

    + Proficient in Microsoft Office (Word, Excel, Outlook)

    + Ability to create and maintain strong relations with customers

    + Team player with ability to multi-task without compromising accuracy in a fast-paced environment

    ..

    **What We Offer:**

    Our goal is for each co-worker, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our comprehensive benefits plan includes:

    + Excellent benefits including health, dental, vision, FSAs, life insurance, 401K with match, excellent PTO policy

    + Enjoy the flexibility to work remotely and create your own schedule – our focus is on you meeting your goals and our customer needs

    + Great, uncapped, earning potential

    + Welcoming and inclusive workplace

    + Open territory, calling on accounts nationwide in an industry where there is tremendous opportunity for growth

    **Compensation:**

    The anticipated base annual salary range for this position is between $60,000 and $80,000 per year to start, plus proportional commissions during the learning and ramp up period. The role shifts to 100% commission with an increased commission model at approximately 2 years in role. Please note that the salary range provided is an estimate. The actual base salary offered to a candidate will vary based on several factors, including, but not limited to, years of relevant experience and geographical location. We encourage candidates with expectations outside of this range to apply!

    Ready to start earning your unlimited commission dream now? Join our team and make a lasting impact!

    To apply, please submit your resume and a cover letter outlining your relevant experience and why you are interested in this position. We thank all applicants for their interest.

    Landsberg Orora is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    **Nearest Major Market:** Phoenix


    Employment Type

    Full Time

  • Accounting Manager, Margin Team - Remote, US
    Lumen    Phoenix, AZ 85067
     Posted about 23 hours    

    **About Lumen**

    Lumen connects the world. We are igniting business growth by connecting people, data and applications – quickly, securely, and effortlessly. Together, we are building a culture and company from the people up – committed to teamwork, trust and transparency. People power progress.

    Lumen’s commitment to workplace inclusion and employee support shines bright. We’ve made the Newsweek 2024 Greatest Workplaces for Diversity list and achieved a perfect score of 100 on the Human Rights Campaign Corporate Equality Index (CEI) for the fifth consecutive year. Plus, we’re the top employer in the communications and telecom industry, ranking 12th overall across all industries in The American Opportunity Index.

    We’re looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.

    **The Role**

    Lumen has an opening for a senior accounting professional with a positive attitude, strong work ethic and a desire to lead a fast-paced, results driven accounting team. This position will oversee the monthly close process and manage a team of 8-10 accountants, interacting regularly with accounting leadership, FPA, and internal and external auditors. Additional opportunities include enhancing internal controls, streamlining and automating procedures, and challenging the status quo to create an efficient, tech-savvy environment. You will be part of a team that is responsible for Lumen’s Margin accounting and reporting.

    **The Main Responsibilities**

    + Contribute to the monthly close process, including preparing and reviewing journal entries, variance analysis, and reporting.

    + Prepare and review reconciliations of General Ledger accounts.

    + Direct a team of professionals on the Margin team.

    + Ownership of the general ledger for certain expense accounts.

    + Partner with FP&A to help drive business decisions.

    + Prepare supporting schedules for footnotes and MDA in the 10-Q and 10-K.

    + Support financial statement audits.

    + Maintain internal control integrity and related SOX documentation and compliance.

    + Use critical thinking and attention to detail to help ensure financial statements are free from misstatement.

    + Work on complex issues which require input from multiple sources and innovative problem solving.

    + Assist with tasks related to mergers, acquisitions, and divestitures as applicable.

    + Create and/or maintain standard operating procedures (SOPs) for all tasks performed and review SOPs to identify opportunities to streamline and automate processes.

    + Assist with Ad hoc analysis and research as needed.

    **What We Look For in a Candidate**

    **Required**

    + Extensive knowledge and application of generally accepted accounting principles.

    + Bachelor's degree in Accounting.

    + Minimum of 6 years of total accounting experience with at least three years in a public company with a large ERP system.

    + Minimum of 3 years of supervisory experience

    + Ability to work in a complex environment.

    + Excellent analytical skills

    + Advanced Microsoft Excel skills

    + Oral and written communication skills.

    + Ability to work with minimal supervision with a continuous improvement mindset.

    **Preferred**

    + Certified Public Accountant.

    + Public accounting experience, Big-4 preferred.

    + Experience in technology industry

    **Compensation**

    The starting salary for this role differs based on the employee's primary work location. Employees typically do not start at the top of the range, though compensation depends on each individual's qualifications.

    **Location Based Pay Ranges**

    **$94420 - $125890** in these states: AR, ID, KY, LA, ME, MS, NE, SC, and SD.

    **$99390 - $132510** in these states: AZ, AL, FL, GA, IN, IA, KS, MO, MT, NM, ND, OH, OK, PA, TN, UT, VT, WV, WI, and WY.

    **$104360 - $139140** in these states: CO, HI, MI, MN, NV, NH, NC, OR, and RI.

    **$109330 - $145770** in these states: AK, CA, CT, DE, DC, IL, MD, MA, NJ, NY, TX, VA, and WA.

    As with the pay range variety that's based on the region of a country, specific offers are determined by various factors such as experience, education, skills, certifications and other business needs.

    **What to Expect Next**

    Based on your job application information you may be given the opportunity to complete a video interview immediately after applying. This will include a set of questions for you to record a response to in addition to Game Challenges. Completion of this video interview is a requirement in order to be considered for our open position. Now not a good time? No worries, we will also send you an email with a link to complete the video interview. We strongly recommend that you complete this within 5 days of your application date.

    Requisition #: 333254

    **Background Screening**

    If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (https://jobs.lumen.com/global/en/faq) . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.

    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

    **Equal Employment Opportunities**

    We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.

    **Disclaimer**

    The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.

    **Salary Range**

    **Salary Min :**

    94420

    **Salary Max :**

    145770

    This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.

    This position is eligible for either short-term incentives or sales compensation. Director and VP positions also are eligible for long-term incentive. To learn more about our bonus structure, you can view additional information here. (https://jobs.lumen.com/global/en/compensation-information) We're able to answer any additional questions you may have as you move through the selection process.

    As part of our comprehensive benefits package, Lumen offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. You can learn more by clicking here. (https://centurylinkbenefits.com)

    Note: For union-represented postings, wage rates and ranges are governed by applicable collective bargaining agreement provisions.

    **Application Deadline**

    05/07/2024


    Employment Type

    Full Time

  • Retention Account Manager - SLED
    Lumen    Phoenix, AZ 85067
     Posted about 23 hours    

    **About Lumen**

    Lumen connects the world. We are igniting business growth by connecting people, data and applications – quickly, securely, and effortlessly. Together, we are building a culture and company from the people up – committed to teamwork, trust and transparency. People power progress.

    Lumen’s commitment to workplace inclusion and employee support shines bright. We’ve made the Newsweek 2024 Greatest Workplaces for Diversity list and achieved a perfect score of 100 on the Human Rights Campaign Corporate Equality Index (CEI) for the fifth consecutive year. Plus, we’re the top employer in the communications and telecom industry, ranking 12th overall across all industries in The American Opportunity Index.

    We’re looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.

    **The Role**

    The Retention Account Manager provides service to assigned customers within a dedicated module consisting of small growth opportunity customers for the enterprise customer segment. Responsibility includes retention of existing assigned accounts and contribution of additional revenue, contributing to the sales and field operations goals and objectives.

    **The Main Responsibilities**

    + Managing retention activities for Inside Sales clients within the assigned account base, including development of account profiles, account strategy and facilitating all required duties and tasks necessary to deliver a positive customer experience

    + Actively participate in Federal funding programs like USAC E-Rate and RHC that may apply to assigned base. Processing timely bids for programs accurately and within compliance guidelines and Federal standards

    + Carefully monitor expiring services and contracts and uncover opportunities to generate additional revenue through up-selling

    + Facilitate customer order requests for moves, adds, changes, as well as local services

    **What We Look For in a Candidate**

    Basic Qualifications:

    + Experience in Sales and Channel Organizations

    + Knowledge of single and multi-tier Indirect Channel Sales models.

    + Proficiency in Microsoft Outlook, Word, Excel and PowerPoint

    Preferred Qualifications:

    + 5+ years Sales or Partner leadership experience

    + Bachelors’ Degree or relevant years of experience.

    + Experience in sales, up-selling, product positioning, and customer service to end user customers, preferably in telecommunications industry.

    + Successful experience in account management role supporting a large volume of small business customers.

    + Operational understanding of telecommunications ordering, provisioning, and billing processes.

    + Exceptional business acumen, active listening, interpersonal, verbal and written communication skills.

    **Compensation**

    The starting salary for this role differs based on the employee's primary work location. Employees typically do not start at the top of the range, though compensation depends on each individual's qualifications.

    **Location Based Pay Ranges**

    **$46020 - $61360** in these states: AR, ID, KY, LA, ME, MS, NE, SC, and SD.

    **$48440 - $64580** in these states: AZ, AL, FL, GA, IN, IA, KS, MO, MT, NM, ND, OH, OK, PA, TN, UT, VT, WV, WI, and WY.

    **$50860 - $67810** in these states: CO, HI, MI, MN, NV, NH, NC, OR, and RI.

    **$53280 - $71040** in these states: AK, CA, CT, DE, DC, IL, MD, MA, NJ, NY, TX, VA, and WA.

    As with the pay range variety that's based on the region of a country, specific offers are determined by various factors such as experience, education, skills, certifications and other business needs.

    **What to Expect Next**

    Based on your job application information you may be given the opportunity to complete a video interview immediately after applying. This will include a set of questions for you to record a response to in addition to Game Challenges. Completion of this video interview is a requirement in order to be considered for our open position. Now not a good time? No worries, we will also send you an email with a link to complete the video interview. We strongly recommend that you complete this within 5 days of your application date.

    Requisition #: 333213

    **Background Screening**

    If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (https://jobs.lumen.com/global/en/faq) . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.

    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

    **Equal Employment Opportunities**

    We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, “protected statuses”). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.

    **Disclaimer**

    The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.

    **Salary Range**

    **Salary Min :**

    46020

    **Salary Max :**

    71040

    This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.

    This position is eligible for either short-term incentives or sales compensation. Director and VP positions also are eligible for long-term incentive. To learn more about our bonus structure, you can view additional information here. (https://jobs.lumen.com/global/en/compensation-information) We're able to answer any additional questions you may have as you move through the selection process.

    As part of our comprehensive benefits package, Lumen offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. You can learn more by clicking here. (https://centurylinkbenefits.com)

    Note: For union-represented postings, wage rates and ranges are governed by applicable collective bargaining agreement provisions.

    **Application Deadline**

    05/08/2024


    Employment Type

    Full Time

  • Business Travel Sales Manager - Embassy Suites by Hilton Phoenix Biltmore
    Hilton    Phoenix, AZ 85067
     Posted about 23 hours    

    The Embassy Suites by Hilton Phoenix Biltmore, a Hilton Corporate Managed hotel, is searching for a Business Travel Sales Manager to join their team\! This is an amazing opportunity to work with top\-notch leadershipatan award\-winning hotel located in Phoenix, AZ\!

    **What will I be doing?**

    The Business Travel Sales Manager serves as the hotels representative to prospective clients and customers who require year\-round/seasonal hotel guestrooms rate agreement\. Travels primarily outside the hotel to initiate new sales, solicit leads, hold conferences and create sales proposals\.

    +

    - Focus on qualifying new local negotiated BTS accounts via outside calls, prospect callings, attending trade shows and industry events with the exception of key national accounts\. This includes negotiating contract and agreements with 3rdparty and FIT partners\.
    - Generate leads for group accounts & catering functions\.
    - Participate in industry related organizations, and local community to develop business\. Attain leadership status when possible\.
    - Assist in daily customer relations\.
    - Conduct site inspections and entertain clients on property as needed\.

    \#LI\-JW1

    **The Benefits**

    We support the mental and physical wellbeing of all Team Members so they can Thrive personally and professionally in a diverse and inclusive environment, thanks to innovative programs and benefits\.

    + Medical Insurance Coverage Options – _for you and your family\. Able to enroll after 90 days of employment_
    + Vision, dental, life and disability insurance
    + Mental Health Resources
    + Best\-in\-Class Paid Time Off \(PTO\) – you can accrue up to 144 hours of PTO in your first year of employment\.
    + Go Hilton travel discount program: 100 nights of discounted travel per calendar year
    + Participating in the 401\(k\) Plan and company match is the perfect way to save for the future\. We match 100% of every dollar eligible TMs contribute up to 3% of pay, plus 50% of every dollar contributed on the next 2% of pay\.
    + Career growth and development

    + Team Member Resource Groups

    + Recognition and rewards programs
    + Access to your pay when you need it through DailyPay
    + Debt\-free education: Access to a wide variety of educational credentials \(ex\. college degrees, high school completion, English\-language learning, digital literacy, professional certificates and more\)

    + Inclusive family\-building and fertility benefits
    + Expanded bereavement leave\.
    + Adoption Assistance program

    + Employee stock purchase program \(ESPP\) \- purchase Hilton shares at 15% discount
    + Complimentary parking

    **Job:** _Sales_

    **Title:** _Business Travel Sales Manager \- Embassy Suites by Hilton Phoenix Biltmore_

    **Location:** _null_

    **Requisition ID:** _HOT0AK4H_

    **EOE/AA/Disabled/Veterans**


    Employment Type

    Full Time

  • Manager, Account Management
    CVS Health    Phoenix, AZ 85067
     Posted about 23 hours    

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

    Position Summary

    Join American Health Holding , a subsidiary of Aetna, as the Manager of Account Management, where you will Implement processes for sales, account management, and business retention operations for organizational product and services. In this high impact role, you will design systems to execute Account Management strategy for complex accounts to meet profitable growth and cross-selling objectives. You will also assist in the management of member growth and retention objectives.

    What you will do

    + Oversees the contract and implementation initiative for new clients and programs.

    + Forecasts changes within the Health Care industry, conducts business impact assessments, and develops modification strategies with the aid of process improvement.

    + Ensures customer/membership retention targets are achieved through the renewal process.

    + Coaches clients on addressing regulatory issues and health care trends with potential impact on client.

    + Determines market capitalization opportunities to drive competitive advantage.

    + Constructs complex financial decision recommendations.

    + Coaches more junior colleagues in techniques, processes, and responsibilities.

    Required Qualifications:

    + 5 years of experience in Account Management or related client-facing experience.

    + Adept at execution and delivery (planning, delivering, and supporting)

    + Growth mindset (agility and developing yourself and others)

    + Strong organizational, problem solving and decision making skills

    + Occasional travel may be required, up to 25%, based on client/business needs

    Education

    Bachelor's degree or equivalent experience

    Pay Range

    The typical pay range for this role is:

    $54,300.00 - $139,200.00

    This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies. For more detailed information on available benefits, please visit jobs.CVSHealth.com/benefits

    We anticipate the application window for this opening will close on: 05/27/2024


    Employment Type

    Full Time

  • Medicare Sales Representative
    Centene Corporation    TUCSON, AZ 85702
     Posted about 23 hours    

    You could be the one who changes everything for our 28 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you’ll have access to competitive benefits including a fresh perspective on workplace flexibility.

    **Position Purpose:** Provide sales coverage and develop best possible market penetration for all products to present and prospective accounts in his/her assigned territory in accordance with company's policies and programs. Provide greater access to health insurance, by providing education and assistance to Medicare individuals. Distribute health education materials and arrange for health screenings. Provide Facilitated Enrollment, help facilitate the continuance of health insurance, and offer assistance with recertification.

    + Identify prospective enrollees and determine eligibility for participation in the Advantage Medicare product

    **Understand and apply all policies and procedures pertaining to:**

    + Disclosures and provisions of the Advantage Medicare product

    + Enrollment and disenrollment

    + Develop a presence in the local community to help generate enrollments

    + Conduct home visits and personalized appointments as needed to complete the enrollment process

    + Market Advantage on-site at hospitals, senior centers, assisted living facilities, community events and other sites as designated

    + Understand the covered benefits, non-covered benefits, exclusions and exemptions

    + Assist members in accessing health care, transportation needs and other services or issues as they occur and pertain to members

    + Keep informed and adhere to current information pertaining to marketing activity guidelines set forth by various regulatory agencies—this includes providing enrollees with all corresponding materials and documentation

    + Keep alert to competitive products and marketing practices, and to keep management informed concerning them

    + Conduct and participate in telemarketing/outreach efforts as required

    + Attend and participate in sales meetings, training programs, conventions, and special events

    + Complete applications in a timely and accurate manner

    + Submit special reports regarding the operation of the territory, acceptance or rejection of products, and competitive conditions beneficial to other Marketing representatives and company operations

    **Education/Experience:** Bachelor’s degree in Marketing, Sales or equivalent experience. Bilingual in Spanish is preferred. 1+ years of marketing, sales or community relations experience including previous managed care experience, preferably in Medicare. Driver’s License may be required by some plans. Specific language skills may be required by some plans.

    **License/Certification:** State Accident and Health Insurance Agent License. Current state driver's license.Pay Range: $46,500.00 - $79,200.00 per year

    Centene offers a comprehensive benefits package including: competitive pay, health insurance, 401K and stock purchase plans, tuition reimbursement, paid time off plus holidays, and a flexible approach to work with remote, hybrid, field or office work schedules. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. Total compensation may also include additional forms of incentives.

    Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law.


    Employment Type

    Full Time

  • Sales Manager (Part Time) - 24H210
    Carter's/OshKosh    Phoenix, AZ 85067
     Posted about 23 hours    

    QUESTIONNAIRE-3-52

    1368

    **Employee Type:**

    Regular

    **If you are** **a CURRENT Carter’s** **employee, you MUST apply through the Internal Career Link within the** **_My Career & Performance_** **app in** **Workday** **.** **Do not apply** **using the below external application.**

    **Carter’s, Inc. is the largest branded marketer in North America of apparel exclusively for babies and young children. The Company owns the Carter’s and OshKosh B’gosh brands, two of the most recognized brands in the marketplace. These brands are sold in leading department stores, national chains, and specialty retailers domestically and internationally. They are also sold through more than 1,000 Company-operated stores in the United States, Canada, and Mexico and online at www.carters.com, www.oshkosh.com,** **www.cartersoshkosh.ca,** **and www.carters.com.mx. The Company’s Child of Mine brand is available at Walmart, its Just One You brand is available at Target, and its Simple Joys brand is available on Amazon. The Company also owns Skip Hop, a global lifestyle brand for families with young children. Carter’s is headquartered in Atlanta, Georgia. Additional information may be found at www.carters.com.**

    **Baby Clothing, Kids Clothes, Toddler Clothes | Carter's**

    **Shop for baby clothing, baby necessities and essentials at Carters.com, the most trusted name in baby, kids, and toddler clothing. Shop our selection of cute baby & kids clothing.**

    **POSITION PURPOSE**

    The Sales Manager’s purpose is to uphold the Carter’s mission, vision, and values in order to support a high performing team that consistently delivers top end results. The SM in partnership with the store management team, oversees the overall productivity for their store. The SM responsibility includes supporting the management team in driving financial results through exceptional store standards, execution of company strategies, and positive customer interaction.

    **ESSENTIAL JOB FUNCTION (TASKS, DUTIES AND RESPONSIBILITES MOST IMPORTANT)**

    **People**

    + Communicates professionally and effectively with the team; management and associates.

    + Regularly communicates employee concerns to the Store Manager for quick resolution.

    + Assists in hiring; actively recruits and completes candidate application review to ensure open positions are filled timely.

    + Offers consistent, in the moment, feedback to store team.

    + Recognizes and rewards exceptional performance to increase employee engagement.

    + Receives feedback with positive intent and makes efforts to take appropriate action on that feedback.

    + Partners with Store Manager to address performance concerns of associates.

    **Performance**

    + Maintains the Company standard of a neat, clean, and organized store.

    + Meets and demonstrates exceptional customer service behaviors and maintains high standards throughout the store.

    + Responsible for leading and executing an assigned Division of Responsibility (DOR) through planning and detailed follow through.

    + Performs Leader on Duty responsibilities by driving results and responds to customer concerns timely and with appropriate resolution.

    + Assists store management with modifying schedules based on business climate to maximize sales and productivity.

    + Regularly communicates with Store Manager to discuss strengths, opportunities, and trends in business.

    + Utilizes customer feedback to identify areas of opportunity to implement actions to drive results.

    **Process**

    + Supports the planning and execution of store processes and merchandise placement in an efficient manner while following brand guidelines.

    + Supports store team with Asset Protection through a consistent level of customer service, education, and operational controls.

    + Executes Company directives within timelines including visual, signage, markdowns, and sales promotions.

    + Builds customer loyalty through the company sponsored programs.

    + Ensures all company policies and procedures are followed per company standards.

    **KNOWLEDGE, SKILLS, AND ABILITIES**

    + High school degree or GED minimum requirement, Associates degree preferred or equivalent combination of education and experience.

    + Minimum of 1 year in retail store management.

    + Demonstrated customer engagement skills.

    + Demonstrates strong listening, written, and oral communication skills.

    + Ability to handle multiple tasks concurrently.

    + Basic computer skills.

    + Must be at least 18 years old.

    **PHYSICAL DEMANDS**

    + Ability to lift 40 pounds on a regular basis.

    + Ability to stand for long periods of time; climb up and down a ladder.

    + Constant walking and standing; frequent bending, stooping, reaching, pushing, and pulling.

    **AVAILABILITY REQUIREMENTS**

    + Regular work frequency is required to remain an active employee.

    + Availability changes must be approved by the Store Manager and will be reviewed based on business needs.

    + Scheduled working shifts range from 3-8 hours in length (applicable state laws apply).

    **NOTE:** This job description is not intended to be all-inclusive. The duties described may be changed or reassigned at the discretion of management, and the employee may be required to perform duties that are not listed in the job description.

    _Carters is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by federal, state, or local law._


    Employment Type

    Full Time

  • Merrill Financial Solutions Advisor - Scottsdale West Valley Market
    Bank of America    Peoria, AZ 85381
     Posted about 23 hours    

    Merrill Financial Solutions Advisor - Scottsdale West Valley Market

    Scottsdale, Arizona;Scottsdale, Arizona; Peoria, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    **Job Description:**

    This job is responsible for 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 & 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 & 66 (63 & 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

    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 and affirmative action, 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 "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.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 .


    Employment Type

    Full Time

  • Merrill Financial Solutions Advisor - Phoenix and Tucson Market
    Bank of America    Phoenix, AZ 85067
     Posted about 23 hours    

    Merrill Financial Solutions Advisor - Phoenix and Tucson Market

    Phoenix, Arizona;Gilbert, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    **Job Description:**

    This job is responsible for 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 & 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 & 66 (63 & 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

    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 and affirmative action, 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 "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.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 .


    Employment Type

    Full Time

  • Merrill Financial Solutions Advisor - Scottsdale West Valley Market
    Bank of America    Scottsdale, AZ 85258
     Posted about 23 hours    

    Merrill Financial Solutions Advisor - Scottsdale West Valley Market

    Scottsdale, Arizona;Scottsdale, Arizona; Peoria, Arizona

    **Job Description:**

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    **Job Description:**

    This job is responsible for 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 & 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 & 66 (63 & 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

    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 and affirmative action, 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 "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.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 .


    Employment Type

    Full Time


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