National Financial Solutions Advisor I (Series 7 Required)

About the role

At Bank of America, we are seeking the next generation of Financial Solutions Advisors (NFSA I). This role involves leveraging the Bank of America and Merrill offering model to provide advice and solutions to help clients achieve their financial goals, including investment, banking, and lending.

Responsibilities

• Leverage the Bank of America and Merrill offering model to provide advice and solutions to clients.
• Collaborate with business partners to deliver the full power of the Enterprise.
• Set clear expectations to ensure a smooth transition and continuation of the Bank of America/Merrill relationship.
• 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.
• Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

Requirements

• Series 7 and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Strong computer/technological skills with an ability to multitask in a fast-paced environment
• Passion for excellence and willingness to work to exceed client expectations
• Demonstrated client management success
• 2+ years of experience in a metrics-based sales and/or service role where expectations were met or exceeded
• Capable of effectively operating in a team-oriented and highly collaborative environment
• Strong understanding and ability to communicate the suite of enterprise products and services
• A high level of personal integrity and the ability to comply with enterprise policy and procedures
• Superior client service proficiency including excellent verbal, written and listening skills
• Effective management of a heavy workload
• Successful experience and track record of achieving sales goals
• Bachelor’s Degree (business-related discipline strongly preferred)

Qualifications

• Passionate about growing a long-term career and making clients' financial lives better
• Capable of managing a heavy workload and achieving sales goals
• Strong communication and interpersonal skills
• Understanding of the Bank of America and Merrill offering model
• Ability to work collaboratively with business partners

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

Benefits

• Continuous training and developmental opportunities
• Robust marketing support to reach wider audiences
• Unlimited potential for financial growth
• Build a portfolio of clients with exceptional client care
• Use industry-leading products, services, and education
• Collaborate with core banking and investment partners
• Work in a culture that believes in responsible growth and supports the communities we serve
• Believes in diversity and reflects the diverse needs of our clients and customers
• Commitment to advancing tools, technology, and ways of working

Pay

Compensation is commensurate with experience.

Schedule

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