National Financial Solutions Advisor I (Charlotte, NC) (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
entry-level 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
sales aptitude, consultative approach, regulatory due diligence, time management, adaptability, multitasking
Preferred skills
bachelor's degree, 0-2 years in financial services or metrics-based sales, experience assessing client needs and recommending solutions
Technologies
contact center systems, core banking and investment partner platforms
Responsibilities
deliver advice on investment, banking, and lending solutions; build and manage client portfolios; collaborate with core banking and investment partners; incorporate regulatory due diligence into client strategies
Seniority
Entry-level, training-focused IC