National Financial Solutions Advisor

Bank of America
Hunt Valley, MD
Sep 16, 2021
Sep 18, 2021
Accountant, IT
Full Time
*Job Description:* *Merrill MGIA (Merrill Guided Investments with Advisor) Financial Solutions Advisors* (FSA) engage clients in goals based conversations to provide education and guidance when they need us most whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs 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. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the *MGIA (Merrill Guided Investments with Advisor) Financial Solutions Advisor* is the ideal role for you. *Well help you: * * Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments * Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participants investment needs * Consistently identify participant opportunities and engage key partners as needed * Ability to grasp 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 experience * Demonstrated client management success * Passion for excellence and willingness to work to exceed client expectations * Superior prospecting skills * Strong computer/technological skills with an ability to multitask in a fast paced environment *Desired Skills: * * Capable of effectively operating in a team oriented and highly collaborative environment * Bachelor's degree (business related discipline strongly preferred) * Successful experience and track record achieving sales goals * Ability to effectively manage a heavy workload, while having successful experience and track record achieving sales goals * Superior client service proficiency including excellent verbal, written, and listening skills * A high level of personal integrity and the ability to comply with enterprise policy and procedures * Strong understanding and ability to communicate the suite of enterprise products and services *Job Band:* H5 *Shift:* 1st shift (United States of America) *Hours Per Week:* 40 *Weekly Schedule:* *Referral Bonus Amount:* 5000

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