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National Financial Solutions Advisor

Company: Merrill Lynch
Location: Palm Harbor
Posted on: January 15, 2022

Job Description:

Job Description:

National Financial Solutions Advisors (FSA) engage clients and prospective clients in goals-based conversations to provide education and guidance when they need us most - whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. - Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by providing Advice to help our Clients achieve their Financial Goals; solutions include investment, banking and lending. - They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. - If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the National Financial Solutions Advisor role is the ideal role for you.
We'll help you:
Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments
Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs
Consistently identify participant opportunities and engage key partners as needed
Ability to grasp and apply complex technical material quickly
Responsibly manage the end to end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
Own management of client issues, research and communication of resolution
Demonstrate expert knowledge of internal and regulatory policies, procedures and processes
Required Skills: "Must" have these skills to be minimally qualified.
Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
Minimum of 1-2+ years financial advisory or investment experience
Demonstrated client management success
Passion for excellence and willingness to work to exceed client expectations
Superior prospecting skills
Strong computer/technological skills with an ability to multitask in a fast paced environment

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
5000
--> Job Description:

National Financial Solutions Advisors (FSA) engage clients and prospective clients in goals-based conversations to provide education and guidance when they need us most - whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. - Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by providing Advice to help our Clients achieve their Financial Goals; solutions include investment, banking and lending. - They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. - If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the National Financial Solutions Advisor role is the ideal role for you.
We'll help you:
Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments
Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs
Consistently identify participant opportunities and engage key partners as needed
Ability to grasp and apply complex technical material quickly
Responsibly manage the end to end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
Own management of client issues, research and communication of resolution
Demonstrate expert knowledge of internal and regulatory policies, procedures and processes
Required Skills: "Must" have these skills to be minimally qualified.
Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
Minimum of 1-2+ years financial advisory or investment experience
Demonstrated client management success
Passion for excellence and willingness to work to exceed client expectations
Superior prospecting skills
Strong computer/technological skills with an ability to multitask in a fast paced environment

Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
5000
Job Description: National Financial Solutions Advisors (FSA) engage clients and prospective clients in goals-based conversations to provide education and guidance when they need us most - whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. - Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by providing Advice to help our Clients achieve their Financial Goals; solutions include investment, banking and lending. - They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. - If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the National Financial Solutions Advisor role is the ideal role for you.
We'll help you:
Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments
Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant's investment needs
Consistently identify participant opportunities and engage key partners as needed
Ability to grasp and apply complex technical material quickly
Responsibly manage the end to end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention and deepening
Own management of client issues, research and communication of resolution
Demonstrate expert knowledge of internal and regulatory policies, procedures and processes
Required Skills: "Must" have these skills to be minimally qualified.
Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
Minimum of 1-2+ years financial advisory or investment experience
Demonstrated client management success
Passion for excellence and willingness to work to exceed client expectations
Superior prospecting skills
Strong computer/technological skills with an ability to multitask in a fast paced environment
Shift:
1st shift (United States of America) Hours Per Week:
40

Keywords: Merrill Lynch, Palm Harbor , National Financial Solutions Advisor, Accounting, Auditing , Palm Harbor, Florida

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