National Financial Solutions Advisor I

National Financial Solutions Advisor I

(Chandler, AZ)

About the Role

At Bank of America, we aim to build meaningful relationships with individuals and businesses, connecting with clients through a specialist workforce and digital platform. We provide guidance for clients' financial needs, from starting out to planning for retirement. This role focuses on developing the next generation of Financial Solutions Advisors (FSAs) with a passion for career growth and improving clients' financial lives.

FSAs operate in a contact center environment, leveraging the Bank of America and Merrill offering model. They collaborate with business partners to provide advice and solutions in investment, banking, and lending to help clients achieve their financial goals. FSAs establish clear expectations to ensure a smooth continuation of the client relationship.

Key Responsibilities

• Provide advice to help clients achieve their financial goals, with solutions including investment, banking, and lending.
• Set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
• Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions.
• Build your network by leveraging existing client relationships.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients to all provided solutions.
• Build a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.

Requirements & Tech Stack

• Series 7
• Series 66 (or equivalent; Series 66 must be obtained within 90 days if not currently held)

Qualifications

• Comfortable in a sales role, nurturing strong client relationships.
• Communicates clearly and confidently with clients from all backgrounds.
• Works well with others and collaborates productively.
• Ability to manage complexity, prioritize tasks, and execute in a fast-paced environment.
• Ability to learn on your feet, adapt to new information, and seek client solutions.
• Efficient time and capacity management.
• Thoroughness, incorporating relevant regulatory due diligence into daily tasks and long-term strategies.
• A bachelor’s degree
• 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
• Strong computer skills with an ability to multitask in a demanding environment.

Additional Information

• Unlimited potential for financial growth.
• Robust marketing support.
• Ongoing professional development.
• Continuous training and developmental opportunities.
• Commitment to advancing tools, technology, and ways of working.
• Shift: 1st shift
• Hours Per Week: 40