Bank of America Premier Financial Solutions Advisor in Hunt Valley, Maryland
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Financial Solutions Advisors (FSAs) are phone-based licensed advisors (series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since 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 obtain and/or maintain SAFE Act registration may result in your immediate termination.
Series 7 is required.
Series 66 (or both the 63 & 65) is strongly preferred; if S66 is not currently held, must be obtained within 90 days
Minimum of 1-2+ years financial advisory or investment sales experience
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment
Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience
Capable of effectively operating in a team oriented and highly collaborative environment
Successful experience and track record achieving sales goals
Extraordinary interpersonal skills, a strong team orientation and resiliency
Ability to effectively manage workload
Superior client service proficiency including excellent verbal, written, and listening skills
Financial services industry experience
Strong understanding and ability to communicate the suite of Merrill Lynch products and services
Posting Date : 09/19/2017
Hunt Valley, MD, HUNT VALLEY, 11333 MCCORMICK RD,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Weekly Schedule : Monday - Friday 8:30am - 5:30pm
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