Full Job Description
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 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)
Passion for excellence and willingness to work to exceed client expectations
Strong computer 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.
1st shift (United States of America)
Hours Per Week:
Referral Bonus Amount: