Financial Solutions Advisor - Participant Services; Series

Merrill Participant Services Financial Solutions Advisor

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, and want the ability to learn more about markets and investments, the Participant Services Financial Solutions Advisor is the ideal role for 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 each participant’s investment needs
• Consistently identify participant opportunities and engage key partners as needed
• Grasp and apply complex technical material quickly

• 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

• Work 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
• Recommend banking and investment strategies that align with client financial goals and needs
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• 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

1st shift (United States of America)

40