The Practice Management Development (PMD) role is a training program to develop and prepare future Financial Advisors for a successful new career.  The primary focus of the PMD role is to build and enhance client relationships under close supervision of coaches and managers.  These client relationships are the base for your book of business.  Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities.

The Financial Advisor Trainee engages in:

• Developing a book of business in order to meet and exceed the required performance hurdles
• Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs
• Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
• Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan
• Planning and managing resources (time, people, budget) to run a productive practice
• Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
• Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies
• Completing mandated training, assessments, performance goals and continuing education requirements

Essential Duties and Responsibilities:

• Performance Hurdles:  A Financial Advisor Trainee must acquire clients through personalized marketing techniques to meet minimum performance hurdles.
• Registration and Licensing Requirement: A Financial Advisor Trainee is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).
• Education Requirement: A Financial Advisor Trainee is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course .
• Development Assessment: A Financial Advisor Trainee must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the Financial Advisor Trainee studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill Lynch strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge
• Performance Requirements: A Financial Advisor Trainee is expected to meet the performance and development requirements of the PMD Program and transition to a full Financial Advisor at the conclusion of the PMD Program.

Qualifications:

• Must possess 3 or more years of sales experience with a proven record of exceeding goals
• Outbound sales experiences required
• Possess excellent communication skills, both written and verbal
• Proven relationship building and business partnering skills
• Passion to grow your current financial knowledge to share with others
• Candidate must be self-motivated and proactive
• Bachelor’s degree or higher strongly preferred

Industry Experience:

• Active Series 6 or Series 7  license preferred
• 6 months in a Series 6 or 7 sales role preferred
• Proven successful financial product sales experience preferred
• Strong financial acumen required
• Track record of success
• Clean U-4 and U-5 history, if licensed

Professional designations/licenses:

• Candidates may apply without Series 7, 66 and insurance licenses, but must achieve all required licenses within 13 weeks of accepting this position.

TO SEE IF THIS IS THE RIGHT OPPORTUNITY FOR YOU JOIN US FOR OUR CAREER OPEN HOUSE EVENT ON AUGUST 2ND FROM 6:00-8:00PM IN BELLEVUE!

YOU MUST APPLY ON LINE AND REGISTER FOR THIS EVENT AT:

WWW.BANKOFAMERICA.COM/CAREERS

POSITION #1100040416

Effective Root Cause Analysis Workshop

The Cause Mapping I – Effective Root Cause Analysis two-day workshop is economical way to gain valuable Root Cause Analysis skills and learn how use the Cause Mapping method within your organization for your investigations. Attendees will learn the basic concepts and definitions of Root Cause Analysis as well as the steps to the Cause Mapping & Processing Mapping process. Learn how to document an incident using paper, dry-erase boards and Microsoft Excel. The best tips for facilitating & leading group problem solving will also be covered.

When: Tuesday, June 28, 2011 – Wednesday, June 29, 2011

Registration Fee: $895

Register Online: http://www.regonline.com/thinkreliability925263

Twitter is one of the most powerful and often misunderstood marketing tools available for small businesses today. With over 300,000 users joining the site a day, and every Tweet being indexed by the major search engines it is an excellent low cost marketing tool.

Using Twitter for business requires different strategies and techniques from that of a personal account. In this one hour, hands-on workshop we will cover the following items.

• How to create a Twitter account for your business
• How to select the right keywords to use in your businesses Twitter profile
• Selecting the right image for your Twitter profile
• Creating a custom Twitter background using free tools
• Developing a basic Twitter strategy for your business

Items you will need for the workshop:

• A laptop with WiFi
• Graphic files for your business (i.e. logos, pictures of your location or products)
• Note taking materials

A post workshop networking reception will be held immediately after the event sponsored by Tap House Grill Bellevue. Tap House has generously donated a $10 gift card to each participant of the workshop. Parking is available in the Bellevue Galleria parking garage.

Register Here: http://stigmaretwitter101.eventbrite.com

About the Instructor:

Steven Paul Matsumoto is CEO of Stigmare Couture Marketing and a recognized authority in the Social Media space. He has published many articles on the topics of social media and marketing and was interviewed by author Shannon Evans for her recently released book, The Definitive Twitter Guide: Making Tweets Work for your Business.

Nancy D. Solomon presents a FREE TELESEMINAR

5 Simple Steps to Turn Your Potential into Performance.
This WEDNESDAY, June 30th, 5-6pm, PST

Are you?

• Disappointed with yourself for constantly talking about what you’re going to do, yet never actually getting it done?
• Convinced you can’t earn the income you deserve, without working an 80-hour week and neglecting your loved ones?
• Frustrated you’re unable to find work that is personally meaningful and rewarding?

Would you like to…

• Identify your life purpose?
• Discover your most passionate work and inspired life?
• Increase your self-confidence and self-trust, so you can live authentically and empower others?

Then this teleseminar is exactly what you need to help you. This absolutely free teleseminar (no charge! Zilch. Nada. Zero. On me.) will help you to get from here… to there (even if you don’t know where ‘there’ is).

The Format: 30- 45 minutes of practical wisdom and simple techniques. 15 minutes of Q & A (have a question, in advance? Just email it to Nancy 24 hours in advance and it will be addressed).

“There are many things we do just for the heck of it. Life should not be one of them.”

This is not the time to keep your mouth shut. Spread the word. Tell your friends, colleagues, loved ones about this teleseminar.

Register online at http://tinyurl.com/FiveSimpleSteps

We have limited spots available, so sign up NOW!

Participate in the Coaches Training Program with Accomplishment Coaching, life by design.

At Accomplishment Coaching, our coaches believe in having a great life, then assisting others to do the same. If this interests you, we invite you to get curious about the possibilities.

Make a difference in the lives of others. Earn a great living doing it. Work from anywhere, anytime, on your own schedule!

This year-long, IFC accredited program includes 12 monthly weekends PLUS weekly 1-on-1 coaching.

In Seattle starting July 1o, 2010
Enrollment is open until August 7, 2010

Due to the personalized nature of this program, space is limited to 20 participants.

Enroll today! More Information at AccomplishmentCoaching.com

In the current business and technological environment, protecting your customers privacy is more of a risk than ever.

Let Privacy experts Marcus Morissette, Concise Consulting Managing Director and Seaton M. Daly III, Attorney at Law guide you through an entertaining and informative technical session on Assessing Privacy Risks and Privacy Control Programs.

For more information, or to register, please visit: http://www.theiia.org/chapters/index.cfm/view.event_detail/cid/34/event_id/15548