Financial Solutions Advisor - Participant Services (Series 7 required)
Core
Provide education and guidance to active and separated Merrill 401k and Equity Plan Participants through goal-based conversations in a contact center environment.
Role type
Financial Solutions Advisor (Participant Services)
Builds
Service and education for active and separated Merrill 401k and Equity Plan Participants
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license (or equivalent), knowledge of investments and financial markets, ability to grasp complex technical material, multitasking in fast-paced environment
Preferred skills
Passion for excellence, client-centric solutions, ability to learn about markets and investments
Technologies
Bank of America and Merrill offering model
Responsibilities
Engage participants in goals-based conversations to provide education and guidance, set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship, demonstrate knowledge of investments and financial markets to apply key principles to individual participant needs, identify participant opportunities and engage key partners as needed
Seniority
Individual Contributor