National Financial Solutions Advisor I - Trenton, United States - Bank of America
Description
Job Description:
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform.
With each relationship and connection, we are looking 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 for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients' financial lives better.
Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.As a
National Financial Solutions Advisor (NFSA I)
, your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering
model, and
collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor.
We'll help you
at Bank of America through world-class training and on-boarding programs that set you up for success.
from Academy managers who are invested in your success.
by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Connect clients to
all of
the solutions we provide through Bank of America and Merrill to meet virtually
all of
their financial needs.
As a Financial Solutions Advisor, you can look forward to
We're a culture which
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
Required skills
thorough, and
will incorporate relevant regulatory due diligence into daily
to-do's
and long-term strategies for clients.
Desired skills
and
0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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