Participant Services Financial Solutions Advisor

Bank of America; Pennington (NJ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Incentive plan

Benefits eligible

40 hours per week

Job summary

Bank of America seeks Merrill Participant Services Financial Solutions Advisors to engage participants in goals-based conversations, offering education and guidance on investments and brokerage products. The role involves triaging leads, partnering with internal teams, and building financial plans for clients.

Responsibilities include recommending strategies, maintaining client relationships, and ensuring compliance with required licenses.

Qualifications

• 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

Responsibilities

• Plan short- and long-term financial goals with brokerage products and banking solutions
• Recommend banking and investments strategies aligned with client goals
• Triages client requests and makes referrals to internal service providers
• Build financial plans and review progress with clients to adapt strategy
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners about client needs and product services

Job description

Bank of America seeks Merrill Participant Services Financial Solutions Advisors to engage participants in goals-based conversations, offering education and guidance on investments and brokerage products. The role involves triaging leads, partnering with internal teams, and building financial plans for clients.

Responsibilities include recommending strategies, maintaining client relationships, and ensuring compliance with required licenses.