National Financial Solutions Advisor I (chandler, Az) (series 7 Required)

Bank of America

Chandler, Arizona, USA
Contact center environment
Collaborate with business partners
Provide advice to clients
FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending

Job Summary

  • FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • Unlimited potential for financial growth, building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

Matching Summary

FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.

Skills & Requirements

Must-have

  • contact center environment
  • collaborate with business partners
  • provide advice to clients
  • identify client needs
  • deliver client reviews

Nice-to-have

  • passion for growing career
  • drive to make lives better
  • responsible growth culture
  • diversity makes us stronger

Key Requirements

  • Series 7, and 66 or equivalent
  • 0-2 years financial service experience
  • metrics-based sales environment experience

Work Rights

Not specified

Tailored Resume

Cover Letter