National Financial Solutions Advisor I – Series 7 Required

Role Overview

• Provide comprehensive advice to clients in a contact center environment
• Collaborate with business partners to help clients achieve financial goals
• Build and manage a portfolio of clients providing exceptional client care
• Deliver client reviews and presentations with confidence
• Connect clients to solutions provided through Bank of America and Merrill

Requirements

• Series 7, and 66 or equivalent
• 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.

Benefits

• Paid time off
• Access to resources and support
• Ongoing professional development