Bank of America
Financial Solutions Advisor - Participant Services (Series 7 and 66 required)
Bank of America, Pennington, New Jersey, us, 08534
Financial Solutions Advisor – Participant Services (Series 7 and 66 required)
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and flexibility for teammates and businesses based on role‑specific considerations. Build a successful career with opportunities to learn, grow, and make an impact.
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, and 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 each participant’s investment needs
Consistently identify participant opportunities and engage key partners as needed
Grasp and apply complex technical material quickly
Required Qualifications
Series 7 and 66 or equivalent required
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills and 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. The position is subject to SAFE Act registration requirements. Employees must register and submit to the required SAFE Act background check and registration process; failure to maintain registration may result in disciplinary action up to and including termination.
Responsibilities
Work with clients to plan 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
Recommend banking and investment strategies that align with client financial goals and needs
Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigate and control risk as part of daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide 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
Seniority level Entry level
Employment type Full‑time
Job function Consulting, Information Technology, and Sales
Industries Banking
#J-18808-Ljbffr
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, and 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 each participant’s investment needs
Consistently identify participant opportunities and engage key partners as needed
Grasp and apply complex technical material quickly
Required Qualifications
Series 7 and 66 or equivalent required
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills and 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. The position is subject to SAFE Act registration requirements. Employees must register and submit to the required SAFE Act background check and registration process; failure to maintain registration may result in disciplinary action up to and including termination.
Responsibilities
Work with clients to plan 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
Recommend banking and investment strategies that align with client financial goals and needs
Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigate and control risk as part of daily activities
Identify and engage potential new clients through referrals or financial center clientele
Provide 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
Seniority level Entry level
Employment type Full‑time
Job function Consulting, Information Technology, and Sales
Industries Banking
#J-18808-Ljbffr