National Financial Solutions Advisor I (series 7 Required)

Bank of America

Lincoln, RI, US
$65,000.00 - $85,000.00 annualized salary; formula...
Contact center environment
Leverage offering model
Provide advice to clients
Through a contact center environment, 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

  • Through a contact center environment, 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.
  • As a Financial Solutions Advisor, you can look forward to Unlimited potential for financial growth. Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Through a contact center environment, 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.

Salary

$65,000.00 - $85,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Contact center environment
  • Leverage offering model
  • Provide advice to clients
  • Achieve financial goals
  • Sales role
  • Nurture client relationships

Nice-to-have

  • Inclusive workplace
  • Support teammate wellness
  • Recognize and reward performance
  • Impact in communities
  • Learn on your feet
  • Adapt to new information

Key Requirements

  • Series 7, and 66 or equivalent
  • Obtain Series 66 within 90 days
  • Communicate clearly and confidently
  • Manage complexity and prioritize tasks
  • Execute in a fast-paced environment
  • Efficiently manage time and capacity
  • Thorough and incorporate regulatory due diligence
  • Bachelor's degree
  • 0-2 years financial service experience
  • Experience assessing client needs

Work Rights

Not specified

Tailored Resume

Cover Letter