National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required)

Financial Solutions Advisor – Job Description 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. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. Via a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. Responsibilities Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. Build your network by leveraging our relationships with one out of two households in the U.S. to help eventually grow your business. Use a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Receive world‑class training and onboarding programs, including one‑on‑one coaching from Academy managers. Access robust marketing support to reach wider audiences with greater appeal. Engage in ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Benefit from unlimited potential for financial growth and building a portfolio of clients with industry‑leading products, services, and education. Required Qualifications Series 7, and 66 or equivalent (if not currently held, Series66 must be obtained within 90 days). Comfortable in a sales role, finding ways to nurture strong client relationships. Communicates clearly and confidently with clients from all walks of life. Works well with others and collaborates productively to get things done. Capable of managing complexity, prioritizing tasks, and executing in a fast‑paced environment. Adaptable, quick learner seeking the right solutions for clients. Efficiently manages time and capacity. Thorough, incorporating relevant regulatory due diligence into daily and long‑term client strategies. Desired Qualifications A bachelor’s degree, and 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. Shift & Hours Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America