Financial Solutions Advisor - Series 7 Required - Merrill Edge Advisory Center (Hopewell, NJ)
Company Name:
Bank of America
### Job description
The Merrill Edge Advisory Center (MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs.
As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationships with our existing client base and partnering closely with internal team members when appropriate.
The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship. Position may also be filled as Financial Solutions Consultant.
Further strengthen client 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 client''s investment needs
Adapt to client preferences using a conversational style
Understand and proactively identify leading indicators of client attrition and mitigate
Align Merrill Lynch products and services where appropriate
Consistently identify client opportunities and engage key partners as needed
Ability to grasp and apply complex technical material quickly
Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch
May also be filled as a financial solutions consultant
This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that 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 register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.
### Qualifications
Required:
Series 7 is required. Series 66 (or both the 63 & 65) is strongly preferred; if 66 is not currently held, must be obtained within 120 days
Modules 1 & 2 of the CFP (Certified Financial Planner) prior to entering job or obtained within first 2 years of employment with MEAC
Minimum of 1-2 years financial advisory or investment sales experience
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment
Bachelor''s degree (business related discipline strongly preferred), or 1-2 years relevant work experience
Desired:
Capable of effectively operating in a team oriented and highly collaborative environment
Successful experience and track record achieving sales goals
Extraordinary interpersonal skills, a strong team orientation and resiliency
Ability to effectively manage workload
Superior client service proficiency including excellent verbal, written, and listening skills
Financial services industry experience
Strong understanding and ability to communicate the suite of Merrill Lynch products and services
Posting Date: 07/10/2014
Location: US-NJ-Pennington
Travel: No
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
Weekly Schedule: Various start times begininng at 730 AM
Job Number: 1400054280Estimated Salary: $20 to $28 per hour based on qualifications.
Bank of America
### Job description
The Merrill Edge Advisory Center (MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs.
As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationships with our existing client base and partnering closely with internal team members when appropriate.
The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship. Position may also be filled as Financial Solutions Consultant.
Further strengthen client 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 client''s investment needs
Adapt to client preferences using a conversational style
Understand and proactively identify leading indicators of client attrition and mitigate
Align Merrill Lynch products and services where appropriate
Consistently identify client opportunities and engage key partners as needed
Ability to grasp and apply complex technical material quickly
Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch
May also be filled as a financial solutions consultant
This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that 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 register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.
### Qualifications
Required:
Series 7 is required. Series 66 (or both the 63 & 65) is strongly preferred; if 66 is not currently held, must be obtained within 120 days
Modules 1 & 2 of the CFP (Certified Financial Planner) prior to entering job or obtained within first 2 years of employment with MEAC
Minimum of 1-2 years financial advisory or investment sales experience
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment
Bachelor''s degree (business related discipline strongly preferred), or 1-2 years relevant work experience
Desired:
Capable of effectively operating in a team oriented and highly collaborative environment
Successful experience and track record achieving sales goals
Extraordinary interpersonal skills, a strong team orientation and resiliency
Ability to effectively manage workload
Superior client service proficiency including excellent verbal, written, and listening skills
Financial services industry experience
Strong understanding and ability to communicate the suite of Merrill Lynch products and services
Posting Date: 07/10/2014
Location: US-NJ-Pennington
Travel: No
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
Weekly Schedule: Various start times begininng at 730 AM
Job Number: 1400054280Estimated Salary: $20 to $28 per hour based on qualifications.
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