Participant Services Financial Solutions Advisor

Bank of America; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America’s Merrill Participant Services is seeking a Financial Solutions Advisor to engage 401(k) and Equity Plan participants in goals-based conversations, providing education and guidance in a contact center setting. You will help participants navigate markets and investments while delivering service that strengthens relationships.

Applicants should have Series 7 and 66 (or 66 within 90 days), a client-focused mindset, and the ability to learn complex material quickly in a fast-paced

Qualifications

• Series 7 and 66 or equivalent; if not 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

• Plan clients' short- and long-term financial goals with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommend 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

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Job description

Bank of America’s Merrill Participant Services is seeking a Financial Solutions Advisor to engage 401(k) and Equity Plan participants in goals-based conversations, providing education and guidance in a contact center setting. You will help participants navigate markets and investments while delivering service that strengthens relationships.

Applicants should have Series 7 and 66 (or 66 within 90 days), a client-focused mindset, and the ability to learn complex material quickly in a fast-paced