National Financial Solutions Advisor I (pennington, Nj) (series 7 Required)

Bank of America

Pennington, NJ, US
Contact center environment
Leverage bank of america and merrill offering
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.
  • We’ll help you 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.

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
  • Leverage Bank of America and Merrill offering
  • Provide advice to clients
  • Sales role comfort
  • Collaborate with business partners

Nice-to-have

  • Passion for growing career
  • Drive to make clients' lives better
  • Reflect, connect to, and meet diverse needs
  • Advancing tools, technology, and ways of working

Key Requirements

  • Series 7, and 66 or equivalent
  • 0-2 years experience in financial services
  • Metrics-based sales environment experience

Work Rights

Not specified

Tailored Resume

Cover Letter