Merrill Prospect Development Team (PDT) Financial Solutions Advisors (FSA) help clients and prospective clients with financial needs and goals that are most important to them. With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship in order to create a smooth and streamlined experience. If you are interested in growing a long term career in finance and are passionate about helping existing and potential clients with their needs by leveraging award winning Bank of America and Merrill offerings, the Prospect Development Team FSA role could be an ideal role for you.
We’ll help you:
Required Skills: "Must" have these skills to be minimally qualified
Enterprise Role Overview:
Financial Solutions Advisors are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors 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. Licensing requirements are as follows: Series 7, 66 or their equivalent. 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 action up to and including termination.
Shift:1st shift (United States of America)
Hours Per Week:40
Learn more about this role
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