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National Financial Solutions Advisor

Naples, Florida

Job Description:

National Financial Solutions Advisors (FSA) engage clients and prospective 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 the full power of the Enterprise by providing Advice to help our Clients achieve their Financial Goals; solutions include investment, banking and lending.  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 National Financial Solutions Advisor role 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
  • Responsibly manage the end to end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
  • Own management of client issues, research and communication of resolution
  • Demonstrate expert knowledge of internal and regulatory policies, procedures and processes

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

This position is posted as a Band 5 but is flexible to be filled as a Band 6 position.

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.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

5000

Job Description:

National Financial Solutions Advisors (FSA) engage clients and prospective 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 the full power of the Enterprise by providing Advice to help our Clients achieve their Financial Goals; solutions include investment, banking and lending.  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 National Financial Solutions Advisor role 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
  • Responsibly manage the end to end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
  • Own management of client issues, research and communication of resolution
  • Demonstrate expert knowledge of internal and regulatory policies, procedures and processes

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

This position is posted as a Band 5 but is flexible to be filled as a Band 6 position.

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.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21068104

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Reed Logsdon

Referral Bonus:

5000

Street Address

Primary Location:
4912 TAMIAMI TRL E, FL, Naples, 34113