Financial Solutions Advisor - Participant Services

Bank of America Merrill Lynch

Pennington, NJ, US
Base: $65,000.00 - $85,000.00 annualized; bonus/eq...
Fully onsite
Series 7 and series 66 licenses required
Strong computer skills and multitasking ability
Ability to grasp complex technical material quickly
The Financial Solutions Advisor position at Bank of America Merrill Lynch involves guiding participants in financial planning and investment strategies, particularly within a contact center environment. The ideal candidate should possess the necessary financial licenses, strong client service skills, and a passion for exceeding client expectations

Job Summary

  • The role engages participants in goals-based conversations to provide education and guidance during major life transitions.
  • Employees are responsible for triaging client leads, building financial plans, and recommending brokerage products aligned with client goals.
  • This position offers industry-leading benefits, paid time off, and eligibility for a formulaic incentive plan based on performance metrics.

Matching Summary

Match Score: 85

The Financial Solutions Advisor position at Bank of America Merrill Lynch involves guiding participants in financial planning and investment strategies, particularly within a contact center environment. The ideal candidate should possess the necessary financial licenses, strong client service skills, and a passion for exceeding client expectations.

Salary

Base: $65,000.00 - $85,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • Strong computer skills and multitasking ability
  • Ability to grasp complex technical material quickly

Nice-to-have

  • Passion for delivering client-centric solutions
  • Interest in growing a long-term finance career
  • Willingness to exceed service expectations

Key Requirements

  • Series 7 license required
  • Series 66 license or equivalent required
  • SAFE Act registration and background check required

Work Rights

Not specified

Tailored Resume

Cover Letter