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Job Description: Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying 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 your immediate termination. The Merrill Edge Advisory Center (MEAC) is a consultative platform that 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 Align Merrill Lynch products and services where appropriate Consistently identify client opportunities and engage key partners as needed Ability to grasp and apply complex technical material quickly Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch Required Skills: "MUST" have these skills to be minimally qualified. Series 7 & 66 is required (or the equivalent 63 & 65) Minimum of 1-2 years financial advisory or investment sales experience Passion for excellence and willingness to work to exceed client expectations Strong computer skills with an ability to multitask in a fast paced environment 1-2 years relevant work experience Bilingual Spanish Proficiency required Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est. Desired Skills: Capable of effectively operating in a team oriented and highly collaborative environment Successful experience and track record achieving sales goals Extraordinary interpersonal skills, a strong team orientation and resiliency Ability to effectively manage workload Superior client service proficiency including excellent verbal, written, and listening skills Financial services industry experience Strong understanding and ability to communicate the suite of Merrill Lynch products and services Bachelor's degree strongly preferred Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. 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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Diversity and Inclusion Each employee brings unique skills, background and opinions. We see diversity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency
