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Financial Solutions Advisor - Participant Services

Chandler, Arizona

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Job Description:

**Merrill Participant Services Financial Solutions Advisors (FSA)** engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the **Bank of America** and **Merrill** offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear 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 delivering client centric solutions, want the ability to learn more about markets, and investments, the **Participant Services Financial Solutions Advisor** is the ideal role for you.

We’ll help you:

• Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments

• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant’s investment needs

• Consistently identify participant opportunities and engage key partners as needed

• Ability to grasp and apply complex technical material quickly

Required Qualifications

• Series 7, and 66 or equivalent required

• Passion for excellence and willingness to work to exceed client expectations

• Strong computer skills with an ability to multitask in a fast paced environment

Enterprise Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

Recommends banking and investments strategies that align with client financial goals and needs

Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

Mitigates and controls risk as part of daily activities

Identifies and engages potential new clients through referrals or financial center clientele

Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Additional Skills Needed:

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.