Posted:
12/9/2024, 6:03:01 PM
Location(s):
San Francisco, California, United States ⋅ California, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Customer Success & Support ⋅ Sales & Account Management
Job Description:
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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 a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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:
Required Qualifications:
Desired Qualifications:
Skills:
*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - CA - San Francisco - 1335 4th St - Mission Bay (CA5174), US - CA - San Francisco - 1455 Stockton St - COLUMBUS BC (CA5120), US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL CENTER (CA5127), US - CA - San Francisco - 1945 Irving St - 21ST & IRVING BC (CA5111), US - CA - San Francisco - 1 Powell St - ONE POWELL STREET OFFICE (CA5103), US - CA - San Francisco - 2200 Chestnut St - CHESTNUT STREET BC (CA5165), US - CA - San Francisco - 2325 Noriega St - Noriega-31st (CA5138), US - CA - San Francisco - 2701 Mission St - MISSION-23RD STREET BC (CA5124), US - CA - San Francisco - 315 Montgomery St - 315 Montgomery (CA5704), US - CA - San Francisco - 33 New Montgomery St - MARKET-NEW MONTGOMERY BC (CA5140), US - CA - San Francisco - 3701 Balboa St - 38TH & BALBOA BC (CA5119), US - CA - San Francisco - 4098 24th St - Noe Valley (CA5112), US - CA - San Francisco - 445 Powell St - Union Square (CA5116), US - CA - San Francisco - 501 Castro St - CASTRO BC (CA5117), US - CA - San Francisco - 50 California St - 50 CALIFORNIA BC (CA5162), US - CA - San Francisco - 5500 Geary Blvd - RICHMOND DISTRICT BC (CA5133), US - CA - San Francisco - 600 Clement St - 7th And Clement (CA5126), US - CA - San Francisco - 701 Grant Ave - Chinatown (CA5125), US - CA - San Francisco - 944 Stockton St - MANDARIN TOWERS BC (CA5156)Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Website: https://bankofamerica.com/
Headquarter Location: Charlotte, North Carolina, United States
Employee Count: 10001+
Year Founded: 2007
Last Funding Type: Seed
Industries: Asset Management ⋅ Banking ⋅ Finance ⋅ Financial Services ⋅ FinTech