Corporate Financial Solutions Advisor (CFSA) - Series 7 and 66 REQUIRED (Evergreen)

Job Description:

What is my role as a Corporate Financial Solutions Advisor?

Through a contact center environment, Corporate Financial Solutions Advisor (CFSA) leverage the products and services of Bank of America and Merrill to help clients and prospective clients accomplish whatever matters most to them.  Corporate FSAs each have a client base where the FSA has primary responsibility to service and maintain the relationship and expand that relationship where appropriate.  Whether day-to-day finances or helping someone through life events, they engage clients in goals-based conversations to: 

• Providing support to Equity and 401K plan participants to position yourself as a trusted partner for financial or investment needs

• Executing proactive service calls and task for Equity and 401K plan participants

• Better understand their client’s needs in order to provide financial education and advice

• Responsibly manage the full client experience, providing financial advice to an assigned group of clients, enhancing client care, retention and deepening

• Implement solutions including investment (spanning a full spectrum of self-directed to fully managed platforms); banking (deposit accounts and credits cards); and lending

• Further strengthen relationships by responding to client questions, anticipating needs, regular outreach, exceeding expectations and following through on commitments

• Demonstrate knowledge of all solutions and apply key principles appropriately to the individual’s goals and needs

• Consistently identify opportunities and where appropriate fulfill and/or refer to internal partners

• Ability to grasp, explain and apply technical material quickly

• Manage resolution of client issues, including research and communication and documentation of outcomes

• Demonstrate expert knowledge of and compliance with internal and regulatory policies, procedures and processes

What skills are required to be a Corporate FSA?

• Series 7 and 66 Required

• 2+ years’ experience in a metrics-based sales or service role where expectations were met or exceeded

• Experience working with Corporate Benefit Plans

• Demonstrated client management success

• Passion for excellence and willingness to work to exceed client expectations

• 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:

Hours Per Week: