Financial Solutions Advisor Registration Candidate

2 weeks ago


Chelmsford, Massachusetts, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through the power of every connection. As a Financial Solutions Advisor Registration Candidate, you will play a critical role in acquiring the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.

Key Responsibilities:
  • Provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
  • Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions.
  • Engage and share value proposition with customers in the lobby.
  • Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds.
  • Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex.
Requirements:
  • Series 7 & 66 must be obtained within 120 days.
  • Series 7 and Series 65 accepted, in lieu of 66, if previously held.
  • Communicate effectively.
  • Strong computer skills with an ability to multitask in a fast-paced environment.
  • Ability to adapt and seek solutions for clients in a fast-paced environment.
Benefits:

As a Financial Solutions Advisor Registration Candidate at Bank of America, you will have access to a range of benefits, including competitive compensation, comprehensive training, and opportunities for career growth and development.

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.



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