National Financial Solutions Advisor I (Series 7 Required)

About the role

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 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.
• Build a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to 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 Qualifications

• A bachelor’s degree, and 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

Skills

• Account Management
• Advisory
• Client Experience
• Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Shift

1st shift (United States of America)

Hours Per Week

40