Financial Solutions Advisor - Bilingual Spanish (Series 7 required)
Company: Disability Solutions
Location: Chandler
Posted on: September 30, 2024
|
|
Job Description:
Job Description:Position DescriptionFinancial Solutions Advisors
(FSAs) are phone-based licensed advisors (Series 7 and 66 required)
that provide clients with holistic financial advice and guidance by
ident ifying 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 your immediate termination. The Merrill Edge Advisory
Center (MEAC) is a consultative platform that 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.
Keywords: Disability Solutions, Chandler , Financial Solutions Advisor - Bilingual Spanish (Series 7 required), Accounting, Auditing , Chandler, Arizona
Click
here to apply!
|