Financial Solutions Advisor - Participant Services (Series 7 required)

Job Description

At Bank of America, we strive to enhance financial lives through responsible growth and client-centric solutions. Our commitment to inclusivity and team success fosters a dynamic work environment where you can grow your career. Join us as a Merrill Participant Services Financial Solutions Advisor!

What You'll Do

Engage participants in goal-based conversations, providing education and guidance at critical life transitions. Serve as a liaison between participants and Bank of America/Merrill offerings, collaborating with business partners to ensure a seamless transition.

What We'll Help You Build

• Stronger participant relationships
• Expertise in investments and financial markets
• Opportunities to learn and grow in finance

Requirements

• Series 7 and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Passion for excellence and client satisfaction
• Strong computer skills and multitasking abilities

Enterprise Job Description

This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals, meeting with clients, building financial plans, and recommending brokerage products. Employees must complete required licenses and trainings, and register with the SAFE Act.

Responsibilities

• Build and implement financial plans with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triage client requests and refer to appropriate internal services
• Mitigate and control risks as part of daily operations
• Engage potential new clients through referrals or financial center outreach
• Coach and provide feedback to referral partners

Skills Needed

• Account management
• Advisory expertise
• Client experience branding
• Customer and client focus
• Effective oral and written communication
• Attention to detail
• Client solutions advisory
• Issue management
• Pipeline management
• Causation analysis
• Client management
• Policies, procedures, and guidelines
• Risk management

Shift and Hours

1st shift (United States of America), 40 hours per week