Pennington, New Jersey

Job Description:

National Financial Solutions Advisors (FSA) engage clients and prospective clients in goals-based conversations to provide education and guidance when they need us most - whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by providing Advice to help our Clients achieve their Financial Goals; solutions include investment, banking and lending. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the National Financial Solutions Advisor role is the ideal role for you.

We'll help you:
  • Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs
  • Consistently identify participant opportunities and engage key partners as needed
  • Ability to grasp and apply complex technical material quickly
  • Responsibly manage the end to end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
  • Own management of client issues, research and communication of resolution
  • Demonstrate expert knowledge of internal and regulatory policies, procedures and processes


Required Skills: "Must" have these skills to be minimally qualified.
  • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
  • Minimum of 1-2+ years financial advisory or investment experience
  • Demonstrated client management success
  • Passion for excellence and willingness to work to exceed client expectations
  • Superior prospecting skills
  • Strong computer/technological skills with an ability to multitask in a fast paced environment


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
5000
--> Job Description:

National Financial Solutions Advisors (FSA) engage clients and prospective clients in goals-based conversations to provide education and guidance when they need us most - whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by providing Advice to help our Clients achieve their Financial Goals; solutions include investment, banking and lending. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the National Financial Solutions Advisor role is the ideal role for you.

We'll help you:
  • Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs
  • Consistently identify participant opportunities and engage key partners as needed
  • Ability to grasp and apply complex technical material quickly
  • Responsibly manage the end to end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
  • Own management of client issues, research and communication of resolution
  • Demonstrate expert knowledge of internal and regulatory policies, procedures and processes


Required Skills: "Must" have these skills to be minimally qualified.
  • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
  • Minimum of 1-2+ years financial advisory or investment experience
  • Demonstrated client management success
  • Passion for excellence and willingness to work to exceed client expectations
  • Superior prospecting skills
  • Strong computer/technological skills with an ability to multitask in a fast paced environment


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
5000
Job Description:

National Financial Solutions Advisors (FSA) engage clients and prospective clients in goals-based conversations to provide education and guidance when they need us most - whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by providing Advice to help our Clients achieve their Financial Goals; solutions include investment, banking and lending. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the National Financial Solutions Advisor role is the ideal role for you.

We'll help you:
  • Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs
  • Consistently identify participant opportunities and engage key partners as needed
  • Ability to grasp and apply complex technical material quickly
  • Responsibly manage the end to end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
  • Own management of client issues, research and communication of resolution
  • Demonstrate expert knowledge of internal and regulatory policies, procedures and processes


Required Skills: "Must" have these skills to be minimally qualified.
  • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
  • Minimum of 1-2+ years financial advisory or investment experience
  • Demonstrated client management success
  • Passion for excellence and willingness to work to exceed client expectations
  • Superior prospecting skills
  • Strong computer/technological skills with an ability to multitask in a fast paced environment


Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

Pennington, New Jersey

You’ve led troops, now help lead your community 

As a leader in the military, you motivated troops to get the job done. We value your ability to influence change and encourage you to continue that influence here and in our communities. Our Military Affairs Team proudly supports veterans in our communities through education and volunteer events. Together, we can create better communities and a brighter future for us all. 

First you fought for the American dream, now you can guide its future

You joined the military to protect a nation and its people. Let the same passion for making a difference lead you to a new career. At Bank of America, we’re proud that more than 6,800 veterans work for us. They’ve discovered that their desire to help others didn’t end with their service. Here, you’ll help our customers and clients connect to better financial lives.

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