National Financial Solutions Advisor I (pennington, Nj) (series 7 Required)
Bank of America Merrill Lynch
Pennington, NJ, United States
Not specified; not specified; not specified
In-person / onsite
Series 7 license required
Series 66 or equivalent within 90 days
Comfortable in sales role
Bank of America Merrill Lynch is seeking a National Financial Solutions Advisor I in Pennington, NJ, to provide financial guidance to clients through a contact center environment. The role is focused on building client relationships, leveraging the company's resources, and offering comprehensive financial solutions
Job Summary
The role involves providing comprehensive investment, banking, and lending advice to clients through a contact center environment.
Employees receive world-class training and one-on-one coaching from Academy managers to build foundational advisor skills.
The position offers unlimited potential for financial growth and career advancement within Bank of America and Merrill.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a National Financial Solutions Advisor I in Pennington, NJ, to provide financial guidance to clients through a contact center environment. The role is focused on building client relationships, leveraging the company's resources, and offering comprehensive financial solutions.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 license required
Series 66 or equivalent within 90 days
Comfortable in sales role
Consultative approach to client needs
Nice-to-have
Bachelor's degree preferred
0-2 years financial service experience
Strong computer multitasking skills
Diverse background appreciation
Key Requirements
Series 7 certification mandatory
Series 66 certification within 90 days if not held