64 Discover Financial Services jobs in Herriman
Financial Advisor
84095 South Jordan, Utah
Cambridge Financial Network
Posted 2 days ago
Job Viewed
Job Description
Description
Are you a seasoned financial advisor with a history of delivering exceptional results and building lasting client relationships, or a driven newcomer eager to break into the industry? If you're ready to leave behind the limitations of your current firm or career, Cambridge Financial Network provides the ultimate platform to amplify your expertise (or launch your career), design bespoke wealth-management solutions, and skyrocket your success to new heights.
Why work at Cambridge Financial Network?
Responsibilities
•Client Consultation : Meet with clients to understand their financial goals, needs, and risk tolerance.
•Financial Planning : Develop customized financial plans to achieve long-term and short-term objectives.
•Investment Guidance : Provide advice on investment options like stocks, bonds, mutual funds, and retirement plans.
•Tax Optimization : Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
•Insurance Planning : Recommend appropriate insurance policies to protect clients' assets and manage risks.
•Relationship Management : Build and maintain strong client relationships through regular communication and updates.
•Prospecting: actively identifying and reaching out to potential new clients who may need financial planning, investment advice, insurance, or other financial services. It's the front-end of the sales process-your lifeblood for generating new business .
Qualifications
•Active Life Health Insurance License. And/or
•Series 65
•Minimum 2 years of experience as a financial advisor or wealth management professional.
•Proven expertise in building and sustaining strong client relationships.
•Demonstrated success in assessing financial goals and developing impactful strategies to achieve them.
NICE-TO HAVES
•Sales background
•Entrepreneurial Mindset
•Prospecting experience
•Customer service background
Please note that while the salary range listed is average for a first year advisor, the potential earnings for the role are upside
Are you a seasoned financial advisor with a history of delivering exceptional results and building lasting client relationships, or a driven newcomer eager to break into the industry? If you're ready to leave behind the limitations of your current firm or career, Cambridge Financial Network provides the ultimate platform to amplify your expertise (or launch your career), design bespoke wealth-management solutions, and skyrocket your success to new heights.
Why work at Cambridge Financial Network?
- Great Earning Potential - Adopt a commission-driven structure with no earning limits, offering you the opportunity to fully unlock your financial potential.
- Own Your Book & Practice - Take charge of your client relationships and practice with confidence. We offer the tools and support to empower you to grow and develop your business in a way that aligns with your vision and goals.
- Culture - Excel in a hardworking and team-oriented workplace that fosters lifelong learning and professional growth, all while enjoying a fun, collaborative office culture that inspires creativity and connection.
- Flexibility and Support - Collaborate with our entirely remote team or in-person team while benefiting from expansive tools and technology, supported by dedicated in-house teams committed to equipping you with everything you need to thrive.
- Work-Life Alignment - Achieve the perfect balance between work and life as you cultivate a rewarding career. Enjoy the freedom to align your professional ambitions with personal priorities, shaping your work style in a way that truly suits you.
- Career Advancement- means the ability to go from being a brand-new financial advisor to building your own book of business to leadership roles -all while increasing your income, control, and impact
Responsibilities
•Client Consultation : Meet with clients to understand their financial goals, needs, and risk tolerance.
•Financial Planning : Develop customized financial plans to achieve long-term and short-term objectives.
•Investment Guidance : Provide advice on investment options like stocks, bonds, mutual funds, and retirement plans.
•Tax Optimization : Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
•Insurance Planning : Recommend appropriate insurance policies to protect clients' assets and manage risks.
•Relationship Management : Build and maintain strong client relationships through regular communication and updates.
•Prospecting: actively identifying and reaching out to potential new clients who may need financial planning, investment advice, insurance, or other financial services. It's the front-end of the sales process-your lifeblood for generating new business .
Qualifications
•Active Life Health Insurance License. And/or
•Series 65
•Minimum 2 years of experience as a financial advisor or wealth management professional.
•Proven expertise in building and sustaining strong client relationships.
•Demonstrated success in assessing financial goals and developing impactful strategies to achieve them.
NICE-TO HAVES
•Sales background
•Entrepreneurial Mindset
•Prospecting experience
•Customer service background
Please note that while the salary range listed is average for a first year advisor, the potential earnings for the role are upside
View Now
0
Financial Advisor - Certification Provided
84074 Tooele, Utah
Edward Jones
Posted today
Job Viewed
Job Description
Job Overview
This job posting is anticipated to remain open for 30 days, from 27-Jun-2025. The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
- Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
- Salary for the first five years as you begin to build your practice²
- A firm-provided branch office in the community
- Branch office support to help lighten the load so you can focus on your clients
- A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect.
- No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
- A compensation package that includes opportunities for commissions, profit sharing and incentive travel
- The flexibility that you need to balance your personal and professional lives - the best of both worlds
- A culture of continuous improvement and professional development
Key Responsibilities
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
Can you see yourself.
- Learning to be a financial advisor through our comprehensive training program?
- Delivering personalized investment and financial solutions to your clients?
- Taking ownership of your business's growth and success?
- Meeting professional and personal objectives as they relate to building your practice?
- Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
Licensing:
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months. State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
View Now
1
Financial Advisor - Certification Provided
84074 Tooele, Utah
Edward Jones
Posted today
Job Viewed
Job Description
Job Overview
This job posting is anticipated to remain open for 30 days, from 27-Jun-2025. The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
- Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
- Salary for the first five years as you begin to build your practice²
- A firm-provided branch office in the community
- Branch office support to help lighten the load so you can focus on your clients
- A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect.
- No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
- A compensation package that includes opportunities for commissions, profit sharing and incentive travel
- The flexibility that you need to balance your personal and professional lives - the best of both worlds
- A culture of continuous improvement and professional development
Key Responsibilities
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
Can you see yourself.
- Learning to be a financial advisor through our comprehensive training program?
- Delivering personalized investment and financial solutions to your clients?
- Taking ownership of your business's growth and success?
- Meeting professional and personal objectives as they relate to building your practice?
- Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
Licensing:
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months. State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
View Now
2
US Experienced Financial Advisor
84190 Salt Lake City, Utah
Edward Jones
Posted 2 days ago
Job Viewed
Job Description
**We're bullish about your future here.**
Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page ( .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator ( Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page ( .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator ( Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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3
Merrill Experienced Financial Advisor
84190 Salt Lake City, Utah
Bank of America
Posted 6 days ago
Job Viewed
Job Description
Merrill Experienced Financial Advisor
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; 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 ( 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:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Pay Transparency details**
US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Carmel - 3775 Via Nona Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805), US - CA - Santa Clarita - 24200 Magic Mountain Pkwy - 24200 Magic Mountain Pkwy, #110 & 115 (CA8926), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - DC - Washington - 1152 15th St Nw - 1152 15th Street Nw (DC8152), US - HI - Honolulu - 1003 BISHOP ST - PAUAHI TOWER (HI9003), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - IL - Lisle - 333 WARRENVILLE RD (IL9333), US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Peoria - 230 SW Adams St (IL4111), US - MD - Baltimore - 100 E Pratt St - Harbor Plaza (MD4563), US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900), US - MN - Wayzata - 315 LAKE ST E (MN9315), US - NJ - Bridgewater - 100 SOMERSET CORPORATE BLVD (NJ2807) {+ 16 more}
Pay and benefits information
Pay range
$8,000.00 - 100,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This 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.
Benefits
This 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.
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 ( .
View the LA County Fair Chance Ordinance ( .
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.
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; 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 ( 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:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Pay Transparency details**
US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Carmel - 3775 Via Nona Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805), US - CA - Santa Clarita - 24200 Magic Mountain Pkwy - 24200 Magic Mountain Pkwy, #110 & 115 (CA8926), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - DC - Washington - 1152 15th St Nw - 1152 15th Street Nw (DC8152), US - HI - Honolulu - 1003 BISHOP ST - PAUAHI TOWER (HI9003), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - IL - Lisle - 333 WARRENVILLE RD (IL9333), US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Peoria - 230 SW Adams St (IL4111), US - MD - Baltimore - 100 E Pratt St - Harbor Plaza (MD4563), US - MD - North Bethesda - 11810 GRAND PARK AVE (MD9900), US - MN - Wayzata - 315 LAKE ST E (MN9315), US - NJ - Bridgewater - 100 SOMERSET CORPORATE BLVD (NJ2807) {+ 16 more}
Pay and benefits information
Pay range
$8,000.00 - 100,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This 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.
Benefits
This 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.
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 ( .
View the LA County Fair Chance Ordinance ( .
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.
View Now
4
Financial Advisor - Certification Provided
84074 Tooele, Utah
Edward Jones
Posted 10 days ago
Job Viewed
Job Description
**Job Overview**
This job posting is anticipated to remain open for 30 days, from 27-Jun-2025. The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
**You can also expect.**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page ( .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation ( Starting Salary Range $45,000 - $100,000
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself.**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
This job posting is anticipated to remain open for 30 days, from 27-Jun-2025. The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
**You can also expect.**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page ( .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation ( Starting Salary Range $45,000 - $100,000
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself.**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report ( .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
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5
Salaried Financial Advisor / Retirement Plan Sales Consultant
84193 Salt Lake City, Utah
CPS
Posted 17 days ago
Job Viewed
Job Description
Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Are you looking to become a specialist instead of a generalist?
This retirement sales position is for a local organization with a focus on selling retirement plan advisory services to businesses.
This role requires a FINRA Series 65 or 66 and the ability to travel regionally. The right candidate for this position will be knowledgeable and passionate about selling retirement plan products to businesses. This position has a base salary, benefits, and an uncapped incentive compensation program that will be tied into the amount of plan revenue brought in.
Compensation:
Base compensation: 60K-80K plus incentive compensation, benefits, and equity potential.
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6
Financial Professional- Advisor Assist
84193 Salt Lake City, Utah
Equitable Advisors LLC
Posted 1 day ago
Job Viewed
Job Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Key Job Responsibilities
Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.
Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.
A Financial Professional- Advisor Assist will establish relationships with clients by delivering value through:
•Proactively contacting our clients via phone, email, and chat
•Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs
•Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions
•Identifying new opportunities in partnership with the client
•Assisting the client in initiating or completing transactions as appropriate
The base salary for this position is $55,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits : Equitable Total Rewards Program
Qualifications
Required Qualifications
•Bachelor's degree or equivalent relevant industry experience
•FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
•6-8 years of sales experience
Preferred Qualifications
•Prior customer service experience preferred
•Previous sales, counseling, or entrepreneurial experience
Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
#LI-Hybrid
ABOUT EQUITABLE
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ( or email us at
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7
Advisor, Financial Planning & Analysis
84190 Salt Lake City, Utah
Cardinal Health
Posted 10 days ago
Job Viewed
Job Description
**_Job Summary_**
Finance business partner for supply chain service offering.
Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and other ad hoc support to 3PL business as necessary.
**_Responsibilities_**
+ Business partner to business operations director(s)
+ Own monthly results analysis, focused on volume, rate, mix analysis
+ Build cross functional businesses cases / deal models
+ Support customer facing conversations to educate and problem solve
+ Partner with accounting and core cross functional teams
+ Revamp reporting and business story telling mechanisms
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
+ Intermediate/Advanced Microsoft Excel skills preferred
+ Business partnering and strong communication skills preferred
+ Data visualization and querying complex data a plus
+ Experience with SAP a plus
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Finance business partner for supply chain service offering.
Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and other ad hoc support to 3PL business as necessary.
**_Responsibilities_**
+ Business partner to business operations director(s)
+ Own monthly results analysis, focused on volume, rate, mix analysis
+ Build cross functional businesses cases / deal models
+ Support customer facing conversations to educate and problem solve
+ Partner with accounting and core cross functional teams
+ Revamp reporting and business story telling mechanisms
**_Qualifications_**
+ 4-8 years of experience preferred
+ Bachelor's degree in related field preferred, or equivalent work experience preferred
+ Intermediate/Advanced Microsoft Excel skills preferred
+ Business partnering and strong communication skills preferred
+ Data visualization and querying complex data a plus
+ Experience with SAP a plus
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 8/04/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
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8
Financial Solutions Advisor Registration Candidate - Taylorsville Financial Center - Bilingual, S...
84119 West Valley City, Utah
Bank of America
Posted 10 days ago
Job Viewed
Job Description
Financial Solutions Advisor Registration Candidate - Taylorsville Financial Center - Bilingual, Spanish Preferred
Taylorsville, Utah
**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 ( 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!
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 (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 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
+ As a Financial Solutions Advisor Stage I, you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
+ We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications**
+ 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 Qualifications**
+ Bilingual - Spanish
+ 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/recommendingsolutions, and building/managing client relationships.
**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 ( .
View the LA County Fair Chance Ordinance ( .
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.
Taylorsville, Utah
**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 ( 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!
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 (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 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
+ As a Financial Solutions Advisor Stage I, you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
+ We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications**
+ 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 Qualifications**
+ Bilingual - Spanish
+ 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/recommendingsolutions, and building/managing client relationships.
**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 ( .
View the LA County Fair Chance Ordinance ( .
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.
View Now
9