ChandlerRecruiter Since 2001
the smart solution for Chandler jobs

Financial Solutions Advisor - Brokerage (Series 7 Required)

Company: Bank of America
Location: Chandler
Posted on: March 26, 2020

Job Description:

Job Description:

The Merrill Centralized Brokerage FSAs provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs. As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationships with our existing client base and partnering closely with internal team members when appropriate. The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship.

This position is posted as a Band 5 but is flexible to be filled as a Band 6 position.


  • Further strengthen client 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 client's investment needs
  • Adapt to client preferences using a conversational style
  • Understand and proactively identify leading indicators of client attrition and mitigate
  • Align enterprise products and services where appropriate
  • Consistently identify client opportunities and engage key partners as needed
  • Ability to grasp and apply complex technical material quickly
  • Maintain a high level of personal integrity and comply with enterprise policy and procedures

    Required Skills:

    • Series 7 & 66 (or both the 63 & 65) is required; if 66 is not currently held, must be obtained within 90 days
    • Minimum of 1-2+ years financial advisory or investment experience
    • Passion for excellence and willingness to work to exceed client expectations
    • Strong computer skills with an ability to multitask in a fast paced environment
    • Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience

      Desired Skills:---------

      • Capable of effectively operating in a team oriented and highly collaborative environment
      • Successful experience and track record achieving sales goals
      • Extraordinary interpersonal skills, a strong team orientation and resiliency
      • Ability to effectively manage workload
      • Superior client service proficiency including excellent verbal, written, and listening skills
      • Financial services industry experience
      • Strong understanding and ability to communicate the suite of enterprise products and services

        Enterprise Role Overview:

        Financial Solutions Advisors (FSAs) are phone-based licensed advisors (series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary actions up to and including termination.

        Shift:1st shift (United States of America)Hours Per Week:40

        Learn more about this role

Keywords: Bank of America, Chandler , Financial Solutions Advisor - Brokerage (Series 7 Required), Accounting, Auditing , Chandler, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Accounting, Auditing Jobs

Banking Accounting Clerk
Description: Accounting Clerk Banking - Phoenix, AZKelly Services-- is seeking a motivated, hardworking individual to work as an accounting clerk to support the banking department for a premier client in Phoenix, (more...)
Company: Kelly Services
Location: Phoenix
Posted on: 04/8/2020

SAP Sales and Distribution (SD) - Senior Consultant (Customer)
Description: Are you looking for a career trajectory that few other organizations can offer in SAP What about access to a high-quality portfolio of businesses and clients with opportunities to work across capabilities, (more...)
Company: Deloitte
Location: Phoenix
Posted on: 04/8/2020

Supv-Night Auditor - Scottsdale Marriott at McDowell Mountains - (20024199)
Description: Here's To Your Journey with Marriott Hotels Resorts Suites Marriott International portfolio of brands includes both JW Marriott and Marriott Hotels. Marriott Hotels, Marriott Internationals flagship brand (more...)
Company: Marriott International, Inc.
Location: Chandler
Posted on: 04/8/2020

Accounting Management Consultant
Description: PURPOSE OF THE ROLEAs an Accounting Management Consultant, you will play an instrumental role in assisting clients in a variety of challenging projects to maintain accounting principles, practices and (more...)
Company: RGP, Inc
Location: Phoenix
Posted on: 04/8/2020

Insurance and Financial Sales - LIFE INSURANCE LICENSED REQ'D (Peoria,AZ)
Description: CURRENT LIFE INSURANCE LICENSE REQUIRED TO BE CONSIDERED Are you an individual with a strong desire to succeed in the business world and help families at the same time We have a wide range of mortgage (more...)
Company: The Alliance
Location: Peoria
Posted on: 04/8/2020

SAP S/4 ABAP - Senior Consultant (Technology)
Description: At Deloitte you'll have the opportunity to help clients get the most from their SAP investments-and help position businesses for the evolving digital economy. Ready to reimagine your career possibilities (more...)
Company: Deloitte
Location: Phoenix
Posted on: 04/8/2020

Night Auditor Part time - Courtyard Scottsdale at Mayo Clinic - (19179348)
Description: Here's To Your Journey with Courtyard With more than 330 managed locations in more than 20 countries Courtyard by Marriott offers a refreshing environment that helps guests stay connected and balanced. (more...)
Company: Marriott International, Inc.
Location: Scottsdale
Posted on: 04/8/2020

Quantitative Risk Analyst Senior
Description: Purpose of JobConducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing (more...)
Company: USAA
Location: Waddell
Posted on: 04/8/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Gilbert
Posted on: 04/8/2020

Finance Senior Consultant
Description: Job Description Important Note: During
Company: Wells Fargo Bank
Location: Gilbert
Posted on: 04/8/2020

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Chandler RSS job feeds