National Financial Solutions Advisor I
| Company | Bank of America |
|---|---|
| Location | Lawrence Township, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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.
Responsibilities
- Leverage the Bank of America and Merrill offering model to provide advice to help clients achieve their financial goals.
- Set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
- Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.
- Collaborate with core banking and investment partners to connect clients to all solutions provided through Bank of America and Merrill.
Preferred Qualifications
- 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.