Financial Solutions Advisor - Brokerage (Series 7 Required)

Employer
Merrill Lynch
Location
Cockeysville, MD
Posted
Jul 28, 2021
Closes
Aug 05, 2021
Ref
2143346180
Function
Accountant, IT
Hours
Full Time
Job Description:Merrill Brokerage Financial Solutions Advisors (FSA) create meaningful relationships with clients across the country. With each relationship and connection, FSAs provide care and guidance to clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. In our Contact Centers, the FSAs will leverage the Bank of America and Merrill offering model and collaborate with business partners when appropriate. They set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.A' If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, want the ability to learn more about markets, and investments, the Brokerage Financial Solutions Advisor is the ideal role for you. We'll help you: Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitmentsDemonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needsUnderstand enterpriseA' products and services to align to client's needsConsistently identify client opportunities and engage key partners as neededComprehend and apply complex technical material quickly Required Skills: 'Must' have these skills to be minimally qualified Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Minimum of 1-2+ years financial advisory or investment experienceA' Passion for excellence and willingness to work to exceed client expectationsStrong computer skills with an ability to multitask in a fast paced environment This position is posted as a Band 5 but is flexible to be filled as a Band 6 position. Enterprise Role Overview:Financial Solutions Advisors (FSAs) are phone-based licensed advisors (series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary actions up to and including termination.Job Band:H5Shift:A' 1st shift (United States of America)Hours Per Week:40Weekly Schedule:8am - 7pm Monday - FridayReferral Bonus Amount:5000 Job Description:Merrill Brokerage Financial Solutions Advisors (FSA) create meaningful relationships with clients across the country. With each relationship and connection, FSAs provide care and guidance to clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. In our Contact Centers, the FSAs will leverage the Bank of America and Merrill offering model and collaborate with business partners when appropriate. They set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.A' If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, want the ability to learn more about markets, and investments, the Brokerage Financial Solutions Advisor is the ideal role for you. We'll help you: Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitmentsDemonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needsUnderstand enterpriseA' products and services to align to client's needsConsistently identify client opportunities and engage key partners as neededComprehend and apply complex technical material quickly Required Skills: 'Must' have these skills to be minimally qualified Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Minimum of 1-2+ years financial advisory or investment experienceA' Passion for excellence and willingness to work to exceed client expectationsStrong computer skills with an ability to multitask in a fast paced environment This position is posted as a Band 5 but is flexible to be filled as a Band 6 position. Enterprise Role Overview:Financial Solutions Advisors (FSAs) are phone-based licensed advisors (series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary actions up to and including termination.Job Band:H5Shift:A' 1st shift (United States of America)Hours Per Week:40Weekly Schedule:8am - 7pm Monday - FridayReferral Bonus Amount:5000 Job Description: Merrill Brokerage Financial Solutions Advisors (FSA) create meaningful relationships with clients across the country. With each relationship and connection, FSAs provide care and guidance to clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. In our Contact Centers, the FSAs will leverage the Bank of America and Merrill offering model and collaborate with business partners when appropriate. They set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.A' If you are interested in growing a long term career in finance, passionate about developing strong relationships with clients, want the ability to learn more about markets, and investments, the Brokerage Financial Solutions Advisor is the ideal role for you. We'll help you: Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitmentsDemonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needsUnderstand enterpriseA' products and services to align to client's needsConsistently identify client opportunities and engage key partners as neededComprehend and apply complex technical material quickly Required Skills: 'Must' have these skills to be minimally qualified Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)Minimum of 1-2+ years financial advisory or investment experienceA' Passion for excellence and willingness to work to exceed client expectationsStrong computer skills with an ability to multitask in a fast paced environment This position is posted as a Band 5 but is flexible to be filled as a Band 6 position. Enterprise Role Overview:Financial Solutions Advisors (FSAs) are phone-based licensed advisors (series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary actions up to and including termination. Shift:1st shift (United States of America) Hours Per Week:A' 40

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