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National Financial Solutions Advisor

Pennington, New Jersey;

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.

We’ll 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 participant’s 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.

We’ll 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 participant’s 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-21054729

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Liza Giuliano

Referral Bonus:

5000