14 days old

National Financial Solutions Advisor

Rolling Meadows, IL 60008
National Financial Solutions Advisor



Rolling Meadows, Illinois



**Job Description:**



**Merrill MGIA (Merrill Guided Investments with Advisor) Financial Solutions Advisors** (FSA) engage clients in goals based conversations to provide education and guidance when they need us most whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the **Bank of America** and **Merrill** offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the **MGIA (Merrill Guided Investments with Advisor) Financial Solutions Advisor** is the ideal role for you.



**Well help you:**



+ Further strengthen participant 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 participants investment needs

+ Consistently identify participant opportunities and engage key partners as needed

+ Ability to grasp and apply complex technical material quickly



**Required Skills: Must have these skills to be minimally qualified.**



+ Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

+ Minimum of 1-2+ years financial advisory or investment experience

+ Demonstrated client management success

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

+ Superior prospecting skills

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



**Desired Skills:**



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

+ Bachelor's degree (business related discipline strongly preferred)

+ Successful experience and track record achieving sales goals

+ Ability to effectively manage a heavy workload, while having successful experience and track record achieving sales goals

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

+ A high level of personal integrity and the ability to comply with enterprise policy and procedures

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



**Job Band:**



H5



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



5000



**Job Description:**



**Merrill MGIA (Merrill Guided Investments with Advisor) Financial Solutions Advisors** (FSA) engage clients in goals based conversations to provide education and guidance when they need us most whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the **Bank of America** and **Merrill** offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the **MGIA (Merrill Guided Investments with Advisor) Financial Solutions Advisor** is the ideal role for you.



**Well help you:**



+ Further strengthen participant 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 participants investment needs

+ Consistently identify participant opportunities and engage key partners as needed

+ Ability to grasp and apply complex technical material quickly



**Required Skills: Must have these skills to be minimally qualified.**



+ Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

+ Minimum of 1-2+ years financial advisory or investment experience

+ Demonstrated client management success

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

+ Superior prospecting skills

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



**Desired Skills:**



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

+ Bachelor's degree (business related discipline strongly preferred)

+ Successful experience and track record achieving sales goals

+ Ability to effectively manage a heavy workload, while having successful experience and track record achieving sales goals

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

+ A high level of personal integrity and the ability to comply with enterprise policy and procedures

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



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-21057056



Band: H5



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Daniela Arena



Referral Bonus:



5000



Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.




To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .


To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .



Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.




To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Industry

  • Banking / Finance
Posted: 2021-09-11 Expires: 2021-10-19

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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National Financial Solutions Advisor

Bank of America
Rolling Meadows, IL 60008

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