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$65k–$85k/yr
Full-time
Paid Time Off, Formulaic Incentive Plan
Posted 33d ago
~40 hrs/week
Responsibilities
Provide comprehensive financial advice and customized solutions to help clients achieve their goals through brokerage products and banking strategies. Responsibilities include triaging client leads, building financial plans, and making referrals to internal business partners.
Requirements
Candidates must hold a Series 7 license and either a Series 66 or obtain it within 90 days. Strong computer skills and the ability to multitask in a fast-paced environment are required.
Full 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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, ex ceeding 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
Required 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 environment
Enterprise Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Additional Skills Needed:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)Pay and benefits informationPay range$65,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Related keywords
Series 7Series 66Financial PlanningBrokerage Products401kEquity PlanSAFE ActInvestment StrategiesMutual FundsAnnuitiesStocksBondsRisk ManagementMerrillBank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How much do Customer Service & Support jobs in Alabama pay?
Based on 730 listings with disclosed salaries, most customer service & support jobs in Alabama pay between $40k–$100k per year. Individual offers vary with seniority, company size, and specialization.
How many Customer Service & Support jobs are open in Alabama right now?
There are currently 11,205 open customer service & support positions in Alabama listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Alabama?
Companies currently hiring include Domino's, Lowe's Companies, Inc., Express Oil Change & Tire Engineers, CVS Health, AutoZone, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Alabama?
Yes — 394 of the 11205 open customer service & support positions offer remote or hybrid work (252 remote, 142 hybrid).
How do I apply for Customer Service & Support jobs in Alabama?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
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