Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL

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The Life Services team is focused on guiding beneficiaries through making informed financial decisions when inheriting assets. By developing a relationship with the client, Financial Solutions Advisors can engage clients in goals-based conversations that provide education on inheriting assets while delivering solutions that lead to a promising financial future. The National Financial Solutions Advisors (FSAs) help clients and prospective clients with financial needs and goals that are most important to them. Our Financial Solutions Advisors, collaborate with clients daily to provide service and advice to our existing U.S. clients via a phone-based platform. With each connection, FSAs provide care to individuals by identifying broader product and service solutions that meet their investment and savings needs. Financial Solutions Advisors demonstrate knowledge of investments and financial markets by applying key principles appropriately.  The FSAs will align the Bank of America and Merrill offering model and collaborate with business partners when appropriate for a client.  Additionally, the FSA will set clear expectations when establishing a new relationship to create a smooth and streamlined experience. 

• Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening
• Own management of client issues, research, and communication of resolution
• Demonstrate expert knowledge of internal and regulatory policies, procedures, and processes

• 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 in the financial service industry and/or a sales environment where goals were met or exceeded
• Passion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients.
• Ability to have, meaningful, consultative conversations with clients to uncover needs and help them towards achieving multiple life priorities and goals.

• ​Strong computer skills with an ability to multitask in a fast-paced environment
• Bachelor's degree (business related discipline strongly preferred), or 1-2 years relevant work experience

• →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

• 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