Financial Solutions Advisor - Participant Services; Series

Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goal‑based conversations to provide education and guidance when they need it most – whether they are transitioning from another job, just starting out in the workforce, building a family, or transitioning to retirement. In a contact center environment, FSAs collaborate with business partners to deliver service and education to active and separated Merrill 401(k) and Equity Plan participants, setting clear expectations for a smooth transition and continuity of the Bank of America/Merrill relationship.

• Triage client leads and make referrals to business partners based on client needs and asset thresholds.
• Meet with clients to review financial and investment goals, build financial plans, and recommend brokerage products.
• Recommend banking and investment strategies that align with client financial goals and needs.
• 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.

• Series 7 and Series 66 licenses, or equivalent; if Series 66 is not currently held, it must be obtained within 90 days.
• Passion for excellence and willingness to work to exceed client expectations.
• Strong computer skills with the ability to multitask in a fast‑paced environment.

• Account management, client experience, and branding.
• Strong oral communication, active listening, and attention to detail.
• Client solutions advisory, issue management, pipeline management, and causation analysis.
• Understanding of client management policies, procedures, and guidelines.
• Risk management and written communication skills.

1st shift (United States of America). 40 hours per week.

Annual salary range: $65,000 – $85,000, based on experience, education, and skill set. Eligible for a formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities. The role is benefits eligible and offers industry‑leading benefits, paid time off, and resources to support employee well‑being.

• Requires SAFE Act registration, with background check and maintenance in good standing.

Bank of America is an Equal Opportunity Employer. We are committed to a diverse and inclusive workplace and encourage individuals of all backgrounds to apply.

Privacy statement available at Bank of America careers website.

Pay transparency information available on the Bank of America careers site.