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.
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
Locations: Chandler, Arizona; Hunt Valley, Maryland; Jacksonville, Florida; Rolling Meadows, Illinois
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
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.
About Bank of America
By delivering capabilities through eight lines of business, we provide a unique advantage to each customer and client: the powerful expertise of one team, working together to deliver on our purpose to help make financial lives better through our focus on responsible growth.
Employees in banking, markets and finance roles work directly with individual clients across the U.S., as well as companies and institutional clients globally. This includes our Consumer & Small Business, Wealth Management and Global Banking & Markets lines of business.
Employees in our business support functions work on specialist teams to ensure the strategic, efficient and successful operations of our organization’s day-to-day business. Our administrative, finance, audit, human resources, risk and legal functions make up this team.
Employees in technology and operations help provide the infrastructure, technology platforms and information security capabilities crucial to our ability to serve our clients.