23 days old

Financial Solutions Advisors - Brokerage

Jacksonville, FL 32232
**Job Description:**



The Merrill Centralized Brokerage FSAs provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs. As a 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. 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. The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill



Lynch relationship.



+ 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 enterprise 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 enterprise policy and procedures



**Posting Date** : 04/25/2019



**Location** :

Jacksonville, FL, JACKSONVILLE 3, 4804 DEER LAKE DR E,

- United States



**Travel** : No



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



**Hours Per Week** : 40



**Shift** : 1st shift



**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 http://careers.bankofamerica.com/us/applicants-with-disabilities .



**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 http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2019-04-29 Expires: 2019-05-29

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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Financial Solutions Advisors - Brokerage

Bank of America
Jacksonville, FL 32232

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