Financial Solutions Advisor - MESP - Merrill Edge - Rolling Meadows, IL OR Hopewell, NJ OR Chandler, AZ

Bank of America

Rolling Meadows, IL
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Job Details

Company Bank of America

Job Title Financial Solutions Advisor - MESP - Merrill Edge - Rolling Meadows, IL OR Hopewell, NJ OR Chandler, AZ

Jobid bankofamerica-17036530RollingMeadowsIL

Location: Rolling Meadows, IL, 60008, USA

Description **Job Description:**

As an MESP Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform to advised clients. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationships with our existing client base and partnering closely with internal team members when appropriate.

+ Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments

+ Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs

+ Adapt to client preferences using a conversational style

+ Understand and proactively identify leading indicators of client attrition and mitigate

+ Align Merrill Lynch products and services where appropriate

+ Consistently identify client opportunities and engage key partners as needed

+ Ability to grasp and apply complex technical material quickly

+ Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch

**Required Skills:**

+ **Series 7 and 66 is required. Series 66 (or both Series 63 and 65)**

+ Minimum of 2+ years financial advisory **or** investment sales experience

+ Passion for excellence and willingness to work to exceed client expectations

+ Strong computer skills with an ability to multitask in a fast paced environment

+ Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience

**Desired Skills** :

+ CRPC, AMWA, CFP Preferred

+ Capable of effectively operating in a team oriented and highly collaborative environment

+ Successful experience and track record achieving sales goals

+ Extraordinary interpersonal skills, a strong team orientation and resiliency

+ Ability to effectively manage workload

+ Superior client service proficiency including excellent verbal, written, and listening skills

+ Financial services industry experience

+ Strong understanding and ability to communicate the suite of Merrill Lynch products and services

**Posting Date** : 05/24/2017

**Location** : US-AZ-Chandler, US-IL-Rolling Meadows, US-NJ-Pennington

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Weekly Schedule** : Monday-Friday 8am-5pm CST

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at section for answers to these questions and more.

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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