Merrill Participant Services Financial Solutions Advisors engage participants in goals-based conversations to provide education and guidance
Job Summary
Merrill Participant Services Financial Solutions Advisors engage participants in goals-based conversations to provide education and guidance.
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.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Matching Summary
Merrill Participant Services Financial Solutions Advisors engage participants in goals-based conversations to provide education and guidance.