ChandlerRecruiter Since 2001
the smart solution for Chandler jobs

Financial Solutions Advisor, Prospect Development Team (Series 7 Required)

Company: Bank of America
Location: Chandler
Posted on: May 23, 2020

Job Description:

Job Description:

Merrill Prospect Development Team (PDT) Financial Solutions Advisors (FSA) help clients and prospective clients with financial needs and goals that are most important to them. With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately. The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client. Additionally, the FSA will set clear expectations when establishing a new relationship in order to create a smooth and streamlined experience. If you are interested in growing a long term career in finance and are passionate about helping existing and potential clients with their needs by leveraging award winning Bank of America and Merrill offerings, the Prospect Development Team FSA role could be an ideal role for you.

We'll help you:


  • Develop your skills to identify broad financial needs of individuals based on their goals, decision making processes, priorities, and current strategies.
  • Demonstrate knowledge of investments, financial markets by applying key principles appropriately.
  • Fully understand enterprise products and services to align to client's needs
  • Consistently identify opportunities and engage key partners as needed
  • Leverage the full breadth of our digital platform and services in order to provide convenient, engaging, streamlined, and expedited services to clients

    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
    • 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, willingness to receive and implement feedback, and a strong team orientation
      • Ability to effectively manage workload in a high volume environment

        ---

        Enterprise Role Overview:

        Financial Solutions Advisors are phone-based licensed representatives that provide prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors 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. Licensing requirements are as follows: Series 7, 66 or their equivalent. 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 action 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, Prospect Development Team (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
within


Other Accounting, Auditing Jobs


Bi-Lingual - Collections Representative
Description: Bi-Lingual Patient Account Representative - Collections:Are you a confident--bi-lingual collections/customer service professional with a No Limits Mindset Does the prospect of--a--joining an employer (more...)
Company: Fresenius Medical Care North America
Location: Chandler
Posted on: 06/5/2020

Order Processing/Accounting Clerk
Description: Order Processing/Accoutant Clerk--SUMMARY: Acronis SCS is an independent, American company that creates products to meet the backup and recovery needs of the US public sector. Acronis SCS is headquartered (more...)
Company: Acronis SCS
Location: Scottsdale
Posted on: 06/5/2020

Operations Director
Description: For more than 40 years, Ruiz Asset Management Company has been involved in real estate development and construction as well as property management of multi-family housing throughout the Southwestern United (more...)
Company: VAULT
Location: Phoenix
Posted on: 06/5/2020


Tax Senior Associate
Description: If you are a Senior Tax Associate with experience, please read on If you are a Senior Tax Associate with experience, please read on Top Reasons to Work with Us Well-established for over 30 years Small (more...)
Company: CyberCoders
Location: Tucson
Posted on: 06/5/2020

Financial Consultant - Biltmore, AZ
Description: Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Phoenix
Posted on: 06/5/2020

Finance Lead Consultant
Description: Job DescriptionImportant Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Paradise Valley
Posted on: 06/5/2020

Financial Consultant - Tucson, AZ
Description: Job Description: br br HIRING IMMEDIATELY br br This role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today. (more...)
Company: Fidelity Investments
Location: Tucson
Posted on: 06/5/2020

Director, Risk Management (Risk Identification)
Description: Purpose of JobWe are seeking a talented Director, Risk Management Risk Identification for our San Antonio, TX Plano, TX Phoenix, AZ Colorado Springs, CO Tampa, FL and Remote facilities.Accountable (more...)
Company: USAA
Location: Surprise
Posted on: 06/5/2020

Financial Consultant - Chandler, AZ
Description: Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Chandler
Posted on: 06/5/2020

Revenue Accountant
Description: Headfarmer is seeking a--Revenue Accountant--to join one of our thriving clients in a software/hardware solutions-related company. They are an industry leader that
Company: Headfarmer, LLC
Location: Phoenix
Posted on: 06/5/2020

Log In or Create An Account

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

Chandler RSS job feeds