Financial Solutions Advisor — Client-Centric Wealth Planning

Bank of America; Chandler (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in Chandler, AZ is seeking a Merrill Participant Services Financial Solutions Advisor to engage participants in goals-based conversations and provide education on investments within a Bank of America/Merrill framework. This role supports clients transitioning across employment stages and builds long-term relationships in a contact center setting.

You will develop financial plans using brokerage products (stocks, bonds, funds, annuities) and coordinate with partners to meet client

Qualifications

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Passion for excellence and willingness to work to exceed client expectations
• Strong computer skills with an ability to multitask in a fast paced environment

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Series 7/66 license requirement

Computer skills

Attention to detail

Client-focused communication

Job description

Bank of America in Chandler, AZ is seeking a Merrill Participant Services Financial Solutions Advisor to engage participants in goals-based conversations and provide education on investments within a Bank of America/Merrill framework. This role supports clients transitioning across employment stages and builds long-term relationships in a contact center setting.

You will develop financial plans using brokerage products (stocks, bonds, funds, annuities) and coordinate with partners to meet client