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Merrill Financial Solutions Advisor - Brokerage (Series 7 Required)

Rolling Meadows, Illinois

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.

•  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

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

8AM-6PM M-F Flexible

Referral Bonus Amount:

5000

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.

•  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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21056710

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Daniela Arena

Referral Bonus:

5000

Street Address

Primary Location:
1600 Golf Rd, IL, Rolling Meadows, 60008