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Financial Solutions Advisor – Brokerage (Series 7 Required)

Bank of America | Pennington NJ 08534 USA | Full Time | Posted: 06/18/2021

Job Descriptiontop

Job Description:

Merrill Brokerage Financial Solutions Advisors (FSA) create meaningful relationships with clients across the country. With each relationship and connection, FSAs provide care and guidance to clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. In our Contact Centers, the FSAs will leverage the Bank of America and Merrill offering model and collaborate with business partners when appropriate. They set clear client 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 developing strong relationships with clients, want the ability to learn more about markets, and investments, the Brokerage Financial Solutions Advisor is the ideal role for you.

We’ll help you:

  • Further strengthen client 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
  • Understand enterprise  products and services to align to client’s needs
  • Consistently identify client opportunities and engage key partners as needed
  • Comprehend and apply complex technical material quickly

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

  • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
  • Minimum of 1-2+ years financial advisory or investment experience 
  • Passion for excellence and willingness to work to exceed client expectations
  • Strong computer skills with an ability to multitask in a fast paced environment

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, willingness to receive and implement feedback, and a strong team orientation
  • Ability to effectively manage workload in a high volume environment  
  • Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience

This position is posted as a Band 5 but is flexible to be filled as a Band 6 position.

Job Band:



1st shift (United States of America)

Hours Per Week:


Weekly Schedule:

Referral Bonus Amount:


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Location Pennington, NJ, 08534, United States
Categories Unspecified

Location Maptop

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Job Code 21007446

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