National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)

About the role

As a National Financial Solutions Advisor (NFSA I), your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

Responsibilities

• Leverage the Bank of America and Merrill offering model to provide advice to help our clients achieve their financial goals.
• Collaborate with business partners to deliver the full power of the Enterprise.
• Set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

Qualifications

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Comfortable in a sales role, finding ways to nurture strong client relationships
• Communicates clearly and confidently with clients from all walks of life
• Works well with others and collaborates productively to get things done
• Manages complexity, prioritizes tasks and executes 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
• Thorough, incorporating relevant regulatory due diligence into daily to-do’s and long-term strategies for clients

Desired Skills

• A bachelor’s degree
• 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
• Strong computer skills with an ability to multitask in a demanding environment

Pay

Compensation is competitive and commensurate with experience.

Schedule

Shift: 1st shift (United States of America)
Hours Per Week: 40