National Financial Solutions Advisor ; Series

Job Overview

National Financial Solutions Advisor (NFSA I): A contact‑center‑based role that leverages the Bank of America and Merrill offering model to provide end‑to‑end financial advice and support clients in achieving their goals.

• Provide comprehensive advice and deliver client reviews and presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients with the full range of solutions.
• Set clear expectations to ensure a smooth transition and continuation of the Bank of America/Merrill relationship.

• Build a successful career through world‑class training and onboarding programs.
• Get training and one‑on‑one coaching from Academy managers.
• Grow your business knowledge with a defined consultative approach.
• Build your network across the U.S. market.
• Earn unlimited potential for financial growth.
• Build a portfolio of clients with industry‑leading products, services, and education.
• Benefit from robust marketing support and ongoing professional development.

• Series 7 and 66 or equivalent (Series 66 must be obtained within 90 days if not held).
• Strong computer/technological skills with ability to multitask in a fast‑paced environment.
• Passion for excellence and willingness to exceed client expectations.
• Demonstrated client‑management success.

• 2+ years of experience in a metrics‑based sales and/or service role where expectations were met or exceeded.
• Capacity for effective operation in a team‑oriented and highly collaborative environment.
• Strong understanding of and ability to communicate the suite of enterprise products and services.
• A high level of personal integrity and compliance with enterprise policy and procedures.
• Superior client‑service proficiency, including excellent verbal, written and listening skills.
• Ability to manage a heavy workload.
• Successful sales goal achievement record.
• Bachelor’s degree in a business‑related discipline strongly preferred.

• 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 hours per week

Annual salary: $65,000 – $85,000, based on experience, education, and skill set.

Formulaic incentive plan: eligible for monthly, quarterly and/or annual incentive opportunities based on performance against defined metrics.

Benefits: industry‑leading benefits with paid time off, resources and support to contribute to sustainable growth and community impact.