1+ months

Financial Solutions Advisor - Brokerage (Series 7 Required)

Chandler, AZ 85286
Financial Solutions Advisor - Brokerage (Series 7 Required)



Chandler, Arizona



**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.



This position is posted as a Band 5 but is flexible to be filled as a Band 6 position.



**Responsibilities:**



+ 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



**Required Skills:**



+ Series 7 & 66 (or both the 63 & 65) is required; if 66 is not currently held, must be obtained within 90 days

+ Minimum of 1-2+ years financial advisory or investment 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:**



+ 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 enterprise products and services



_Enterprise Role Overview:_



_Financial Solutions Advisors (FSAs) are phone-based licensed advisors (series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary actions up to and including termination._



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-20026709



Manages People: No



Travel: No



Manager:



Talent Acquisition Contact:



Referral Bonus:











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 at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .


To view the "EEO is the Law" Supplement, CLICK HERE at 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: 2020-08-05 Expires: 2020-10-03

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 Advisor - Brokerage (Series 7 Required)

Bank of America
Chandler, AZ 85286

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