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Financial Solutions Advisor - Retirement Education Services

Bank of America | Pennington NJ 08534 USA | Full Time | Posted: 08/20/2019

Job Descriptiontop

Job Description:

The Retirement Education Services Team is made up of Financial Solutions Advisors (FSA) who provide service to active and separated Merrill Lynch 401k and Equity Plan Participants. They assist in educating 401k plan employees on transition services and retirement readiness. They also conduct initial goal assessments to help clients confirm their life priorities and financial needs

• 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 the individual client's investment needs

• Adapt to participant preferences using a conversational style

• Align enterprise products and services where appropriate

• Consistently identify participant opportunities and engage key partners as needed

• Ability to grasp and apply complex technical material quickly

• Maintain a high level of personal integrity and comply with enterprise policy and procedures

Required Skills: "Must" have these skills to be minimally qualified.

Series 7 is required. Series 66 (or both the 63 & 65) is strongly preferred; if 66 is not currently held, must be obtained within 90 days.

• Minimum of 1-2+ years financial advisory or investment experience experience

Desired Skills:

• Capable of effectively operating in a team oriented and highly collaborative environment

• Successful experience and track record achieving sales goals

• Extraordinary interpersonal skills, a strong team orientation and resiliency

• Ability to effectively manage workload

• Superior client service proficiency including excellent verbal, written, and listening skills

• Financial services industry experience

• Strong understanding and ability to communicate the suite of enterprise products and services


1st shift (United States of America)

Hours Per Week:


Job Detailstop

Location Pennington, NJ, 08534, United States
Categories Marketing/PR

Location Maptop

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Job Code 19030832-1

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