National Financial Solutions Advisor ; Series

National Financial Solutions Advisor (NFSA I)

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by advising clients on investment, banking, and lending solutions to help them achieve financial goals.

FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

1st shift (United States of America)

40

US - RI - East Providence and US - RI - Lincoln

$65,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.

This role is eligible to participate in a formulaic incentive plan. Incentives are earned based on performance against defined metrics.

Industry-leading benefits, paid time off, resources and support to make a genuine impact and contribute to sustainable growth of our business and the communities we serve.

• Series 7 and 66 or equivalent (Series 66 must be obtained within 90 days if not currently held)
• Comfortable in a sales role and nurturing strong client relationships
• Clear and confident communication with clients from all walks of life
• Collaborative and productive team player
• Ability to manage complexity, prioritize tasks and execute in a fast-paced environment
• Adaptive learning and seeking right solutions for clients
• Efficient time and capacity management
• Thorough and incorporate regulatory due diligence into daily activities and long-term strategies for clients

• Bachelor’s degree, 0-2 years of experience in financial services and/or a metrics-based sales environment with goals met or exceeded
• Experience assessing client needs, identifying and recommending solutions, and building/managing client relationships
• Strong computer skills with ability to multitask in a demanding environment

• 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