National Financial Solutions Advisor I (Series 7 Required)
Riverside, California, United States · Hybrid
$65k–$85k/yr
Entry level$3.6B raised
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Metro Physical & Aquatic Therapy
Medical Billing Specialist
Lincoln, Nebraska, United States · On-site
Entry level
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Metro Physical & Aquatic Therapy
Medical Billing Specialist
Lincoln, Nebraska, United States · On-site
Entry level
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Metro Physical & Aquatic Therapy
Medical Billing Specialist
Lincoln, Nebraska, United States · On-site
$20/hr–$24/hr
Entry level
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National Financial Solutions Advisor I (Series 7 Required)
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$65k–$85k/yr
Full-time
bachelor degree
Paid time off, Financial wellness support, Professional development, Training programs
Posted 8d ago
~40 hrs/week
Responsibilities
Financial Solutions Advisors provide comprehensive investment, banking, and lending advice to clients within a contact center environment. They collaborate with business partners to deliver enterprise solutions and ensure a smooth transition for clients throughout their financial journey.
Requirements
Candidates must hold a Series 7 and 66 license or be able to obtain the Series 66 within 90 days. A bachelor's degree and up to two years of experience in the financial services or sales industry are desired.
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 an 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!
Job Description:
Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver 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.
As a National Financial Solutions Advisor (NFSA I), your journey begins with being taught the foundational skills needed to be an advisor. Through 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. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.
Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.
We’ll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
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.
As a Financial Solutions Advisor, you can look forward to
Unlimited potential for financial growth.
Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
We’re a culture which
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
Is 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.
Can manage complexity, prioritize tasks and execute in a fast-paced environment.
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough, and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
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.
Skills:
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 - RI - Lincoln - 670 George Washington Hwy (RI1541), US - RI - Riverside - 3400 Pawtucket Ave - East Providence Call Center (RI1530)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 Solutions AdvisorInvestmentBankingLendingContact CenterConsultative ApproachClient Relationship ManagementRegulatory Due DiligenceSalesPortfolio ManagementFinancial PlanningWealth ManagementBank of AmericaMerrill
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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How many Customer Service & Support jobs are open in Lincoln, NE right now?
There are currently 828 open customer service & support positions in Lincoln, NE listed on Clera. New openings are added daily as companies post roles.
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Companies currently hiring include CVS Health, Domino's, Rapport International, Hy-Vee, Inc., Schulte Hospitality Group, among others. Browse the listings above to see every active employer.
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