National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)
Core
Provide comprehensive financial advice (investment, banking, lending) to clients via a contact center environment to help them achieve financial goals.
Role type
Financial Solutions Advisor (IC)
Builds
Client relationships and financial solutions using Bank of America and Merrill products
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license (or obtain within 90 days), sales aptitude, consultative approach, regulatory due diligence, time management
Preferred skills
Bachelor's degree, 0-2 years in financial services or metrics-based sales, experience assessing client needs, strong computer skills
Technologies
Bank of America and Merrill digital platform, core banking systems
Responsibilities
Provide end-to-end comprehensive advice, deliver client reviews/presentations, recommend strategies to achieve financial goals, collaborate with core banking and investment partners, incorporate regulatory due diligence
Seniority
Entry-level (0-2 years experience preferred)