Financial Solutions Advisor Registration Candidate

4 weeks ago


Chelmsford, Massachusetts, United States Bank of America Full time

Job Description:

The Financial Solutions Advisor Stage I Registration Candidate plays a crucial role in acquiring the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. This position requires a strong understanding of financial solutions and the ability to provide end-to-end comprehensive advice and customized solutions to clients.

Key Responsibilities:

  • Provide end-to-end comprehensive advice and customized solutions to clients
  • Conduct client reviews/presentations, including a review of investment goals and recommended products
  • 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
  • Strong communication and computer skills
  • Ability to adapt and seek solutions for clients in a fast-paced environment

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.



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