Financial Solutions Advisor (FSA) develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage, therefore the FSA must have a general awareness of core banking and investment solutions. The FSA should be able to provide a single company and product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate banking center systems and routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) and Insurance licenses required. CFP preferred. 4 year business degree preferred. One+ years experience in business development and investments training.
This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that 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 register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.
Qualifications
Required Skills
3+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services
4 year degree, preferably in business related field, CFP desired
Series 7 & 66 (63 & 65 in lieu of 66) and Insurance licenses required
Bilingual Spanish Preferred
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions
Knowledge of banking (credit and deposit) products and services desired
Demonstrated ability to cultivate effective revenue generating partnerships with other Lines of Business
Proven track record of ability to influence: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
Must be able to provide evidence of consultative communication and relationship building skills leading to client fulfillment and delight in previous roles
Must possess sound business ethics; acts in the best interest of the client
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
Excellent time management and organizational skills
FSA develops new investment business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review investment goals. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in ongoing training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage therefore the FSA must have a general awareness of core banking products and routinely provide referrals to the banking channel. The FSA should be able to provide a single company and product view for our clients, executing referrals across banking and brokerage lines. Series 7 & 66 (63 & 65 in lieu of 66) and Insurance licenses required. CFP preferred. 4 year business degree preferred. One+ years experience in business development and investments training
Bank of America - 11 months ago
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