National Financial Solutions Advisor

Job Description:

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long term career and a drive to make our clients’ financial lives better.

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.

From day one, you will receive training from our award-winning Academy at Bank of America. This program delivers hands-on practice, personalized coaching and classes that will help you become the advisor you want to be. The Academy also provides training beyond portfolios and investment strategies. You’ll learn to consider a client’s entire and complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.

With demonstrated success, you have unlimited career growth and the opportunity to advance in many roles within Bank of America, Merrill Edge, Merrill Lynch and U.S. Trust. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

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

You’re the kind of person that (required skills)

• 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

You’ll be even more prepared if you have (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      

We’re a culture that

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.

• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Shift:

1st shift (United States of America)

Hours Per Week: 

40