Financial Solutions Advisor - Participant Services (series 7 Required)

Bank of America

Jacksonville, USA
On-site
Goals-based conversations
Contact center environment
Merrill 401k and equity plan participants
Engage participants in goals-based conversations to provide education and guidance when they need it most

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 and collaborate with business partners 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 contact center environment.

Matching Summary

Engage participants in goals-based conversations to provide education and guidance when they need it most.

Skills & Requirements

Must-have

  • Goals-based conversations
  • Contact center environment
  • Merrill 401k and Equity Plan Participants
  • Client-centric solutions
  • Investment and financial market 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

Work Rights

Not specified

Tailored Resume

Cover Letter