National Financial Solutions Advisor I (Series 7 Required)
Company: Disability Solutions
Location: Pennington
Posted on: April 20, 2024
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Job Description:
Job Description:At Bank of America, we're creating real,
meaningful relationships with individuals and businesses across the
country. Each day, we connect with 67 million clients through a
growing specialist workforce and our world-class digital platform.
With each relationship and connection, we are looking to provide
care and guidance for our clients when they need us most - whether
they are just starting out, buying a home, building a family, or
planning for retirement. As part of our commitment, we are looking
for the next generation of Financial Solutions Advisors-those with
a passion for growing a long-term career and a drive to make our
clients' financial lives better.Through a contact center
environment, FSAs leverage the Bank of America and Merrill offering
model and collaborate with business partners to provide deliver the
full power of the Enterprise by providing advice to help our
clients achieve their financial goals; solutions include
investment, banking, and lending. FSAs set clear expectations to
create a smooth transition and continuation of the Bank of
America/Merrill relationship.As a National Financial Solutions
Advisor (NFSA I), your journey begins with being taught the
foundational skills needed to be an advisor. Through a contact
center environment, FSAs leverage the Bank of America and Merrill
offering model, and collaborate with business partners to deliver
the full power of the Enterprise by providing advice to help our
clients achieve their financial goals; solutions include
investment, banking, and lending. FSAs set clear expectations to
create a smooth transition and continuation of the Bank of
America/Merrill relationship.Once you have demonstrated success,
you will have the opportunity to advance in many roles within Bank
of America and Merrill, typically progressing into the next level
of Financial Solutions Advisor. And we will support you along the
way with dedicated programs, tools and resources throughout your
career journey.We'll help you--- Build a successful career at Bank
of America through world-class training and on-boarding programs
that set you up for success.--- Get training and one-on-one
coaching from Academy managers who are invested in your success.---
Grow your business knowledge by using a defined consultative
approach with clients to systematically identify client needs and
appropriate solutions.--- Build your network. You'll be able to
leverage our relationships with one out of two households in the
U.S. to help eventually grow your business.--- Provide end-to-end
comprehensive advice, deliver client reviews/presentations with
confidence, and recommend strategies to help clients achieve their
financial goals and life priorities.--- Collaborate with core
banking and investment partners. Connect clients to all of the
solutions we provide through Bank of America and Merrill to meet
virtually all of their financial needs.As a Financial Solutions
Advisor, you can look forward to--- Unlimited potential for
financial growth.--- Building a portfolio of clients by providing
exceptional client care with industry leading products, services,
and education.--- Robust marketing support to reach wider audiences
with greater appeal.--- Ongoing professional development to deepen
your skills and optimize your practice as the industry evolves and
changes.We're a culture which--- Believes in responsible growth and
has a proven dedication to supporting the communities we serve.---
Provides continuous training and developmental opportunities to
help people achieve their goals, whatever their background or
experience.--- Believes diversity makes us stronger, so we can
reflect, connect to and meet the diverse needs of our clients and
customers around the world.--- Is committed to advancing our tools,
technology, and ways of working. We always put our clients first to
meet their evolving needs.Required skills--- Series 7, and 66 or
equivalent (if not currently held, Series 66 must be obtained
within 90 days)--- Is comfortable in a sales role, finding ways to
nurture strong client relationships.--- Communicates clearly and
confidently with clients from all walks of life.--- Works well with
others and collaborates productively to get things done.--- Can
manage complexity, prioritize tasks and execute in a fast-paced
environment.--- Likes to learn on your feet, adapting to new
information and seeking the right solutions for clients.---
Efficiently manages your time and capacity.--- Is thorough, and
will incorporate relevant regulatory due diligence into daily
to-do's and long-term strategies for clients.Desired skills--- A
bachelor's degree, and 0-2 years of experience working in the
financial service industry and/or a metrics-based sales environment
where goals were met or exceeded.--- Experience assessing client
needs, identifying/recommending solutions, and building/managing
client relationships.--- Strong computer skills with an ability to
multitask in a demanding environment.Shift:1st shift (United States
of America)Hours Per Week: 40
Keywords: Disability Solutions, Levittown , National Financial Solutions Advisor I (Series 7 Required), Accounting, Auditing , Pennington, Pennsylvania
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