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Participant Services Financial Solutions Advisor (Series 7 Required)

Company: Disability Solutions
Location: Pennington
Posted on: July 2, 2024

Job Description:

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Merrill Participant Services Financial Solutions Advisors (FSA) engage participants 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 service/education to active and separated Merrill 401k and Equity Plan Participants. 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 Participant Services Financial Solutions Advisor 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 quicklyRequired Qualifications
    • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
    • Passion for excellence and willingness to work to exceed client expectations
    • Strong computer skills with an ability to multitask in a fast paced environmentEnterprise Job Description:This job is responsible for providing remote operations and brokerage assistance from the financial center, allowing advisors to prioritize building relationships with new and prospective clients. Key responsibilities include providing dedicated reactive and proactive brokerage support to clients and prosects.Responsibilities:
      • Provides ad-hoc inbound brokerage support including service requests, money movement, new account support, and expertise on Merrill Guided Investing with an Advisor (MGIA), Merrill Edge Select Portfolios (MESP), Merrill Guided Investing (MGI), and Merrill Edge Self-Directed (MESD) accounts
      • Provides dedicated operational and sales support, such as account service, maintenance, and management and oversees the onboarding, funding, and enrollment processes
      • Partners with support teams to conduct in-depth research and resolution of complex situations and escalations in a timely fashion
      • Assesses client needs and identifies and recommends solutionsAdditional Skills Used:
        • Attention to Detail
        • Critical Thinking
        • Customer and Client Focus
        • Oral Communications
        • Prioritization
        • Active Listening
        • Decision Making
        • Emotional Intelligence
        • Result Orientation
        • Written Communications
        • Account Management
        • Adaptability
        • Client Experience Branding
        • Coaching
        • Referral IdentificationShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Trenton , Participant Services Financial Solutions Advisor (Series 7 Required), Accounting, Auditing , Pennington, New Jersey

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