National Financial Solutions Advisor I

National Financial Solutions Advisor I in Chicago works in a contact center delivering investment, banking, and lending guidance to clients, with extensive training and clear advancement paths within Bank of America and Merrill.

Responsibilities

• Provide guidance to help clients reach their financial goals across investment, banking, and lending options.
• Collaborate with Bank of America and Merrill business partners to deliver the full capabilities of the Enterprise.
• Set clear expectations to ensure a smooth transition and ongoing Bank of America / Merrill relationship.

Requirements

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

Benefits

• Build a successful career at Bank of America through world class training and onboarding programs that set you up for success.
• Receive training and one-on-one coaching from Academy managers dedicated to your success.
• Grow knowledge of the business by using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Expand your network by leveraging relationships with about half of U.S. households to help grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients reach their financial goals.
• Collaborate with core banking and investment partners to connect clients to the full range of Bank of America and Merrill solutions.

Job Description

At Bank of America, we are building real, meaningful relationships with individuals and businesses across the country. Each day, we serve 67 million clients through a growing specialist workforce and our world-class digital platform. With every relationship and connection, we aim to provide care and guidance for our clients when they need us most, whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking to expand our team.

Shift

1st shift (United States of America)

Hours per Week

40

Location

Chicago, IL onsite

Salary

USD 65,000 - 85,000 per year