Financial Solutions Advisor - Prospect Development Team

Job Description:

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:

• Develop your skills to identify broad financial needs of individuals based on their goals, decision making processes, priorities, and current strategies.
• Demonstrate knowledge of investments, financial markets by applying key principles appropriately.
• Fully understand enterprise products and services to align to client’s needs
• Consistently identify opportunities and engage key partners as needed
• Leverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients

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
• 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, willingness to receive and implement feedback, and a strong team orientation
• Ability to effectively manage workload in a high volume environment

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:

Hours Per Week: