National Financial Solutions Advisor I (jacksonville, Fl) (series 7 Required)

Bank of America (GHR)

Jacksonville, Florida, USA
Contact center environment
Leverage bank of america and merrill offering model
Provide advice to achieve financial goals
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.
  • Unlimited potential for financial growth, building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
  • We’re a culture which Believes in responsible growth and has a proven dedication to supporting the communities we serve.

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 model
  • Provide advice to achieve financial goals
  • Collaborate with business partners
  • Sales role with client nurturing

Nice-to-have

  • Passion for growing a career
  • Drive to make clients' financial lives better
  • Believes in responsible growth
  • Reflect, connect to, and meet diverse needs

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter