Financial Solutions Advisor - Participant Services (series 7 Required)

Bank of America

Chandler, USA
On-site
Goals-based conversations
Contact center environment
Merrill 401k and equity plan participants
Bank of America is seeking a Financial Solutions Advisor for its Participant Services team in Chandler, USA. The role involves engaging with participants to provide education and support regarding their financial needs, requiring a Series 7 license and strong interpersonal skills

Job Summary

  • Engage participants in goals-based conversations to provide education and guidance when they need it most.
  • Leverage the Bank of America and Merrill offering model to provide service/education to active and separated Merrill 401k and Equity Plan Participants.
  • Build a successful career with opportunities to learn, grow, and make an impact in a financial services role.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for its Participant Services team in Chandler, USA. The role involves engaging with participants to provide education and support regarding their financial needs, requiring a Series 7 license and strong interpersonal skills.

Skills & Requirements

Must-have

  • Goals-based conversations
  • Contact center environment
  • Merrill 401k and Equity Plan Participants
  • Client-centric solutions
  • Financial markets knowledge

Nice-to-have

  • Anticipating participant needs
  • Exceeding service expectations
  • Applying key investment principles
  • Identifying participant opportunities
  • Grasping complex technical material

Key Requirements

  • Series 7, and 66 or equivalent
  • Obtain Series 66 within 90 days
  • Strong computer skills
  • Ability to multitask in fast paced environment

Work Rights

Not specified

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