Participant Services Financial Solutions Advisor (Series 7 Required)

Bank of America

3.2

(114)

Multiple Locations

Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.
  • #JR-25001229

    Position summary

    ion. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Merrill Participant Services Financial Solutions Advisors (FSA) engage participants 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 Participant Services 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 Qualifications

    • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)

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

    • Strong computer skills with an ability to multitask in a fast paced environment

    Enterprise Job Description:

    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 action up to and including termination.

    Responsibilities:

    Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

    Recommends banking and investments strategies that align with client financial goals and needs

    Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

    Mitigates and controls risk as part of daily activities

    Identifies and engages potential new clients through referrals or financial center clientele

    Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

    Additional Skills Needed:

    • Account Management

    • Advisory

    • Client Experience Branding

    • Customer and Client Focus

    • Oral Communications

    • Active Listening

    • Attention to Detail

    • Client Solutions Advisory

    • Issue Management

    • Pipeline Management

    • Causation Analysis

    • Client Management

    • Policies, Procedures, and Guidelines

    • Risk Management

    • Written Communications

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    40

    Learn more about this role

    Why you should apply for a job to Bank of America:

  • 57% say women are treated fairly and equally to men
  • 74% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.