Bank of America Financial Solutions Advisor (Opportunity to obtain Series 7) - Merrill Edge – Rolling Meadows, IL in Rolling Meadows, Illinois
The primary role of the Financial Solutions Advisor Trainee is to acquire the necessary licenses and training to become a Financial Solutions Advisor. In addition to studying and acquiring 7 & 66 licenses (63 & 65 in lieu of 66), FSA Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a FSA Trainee acquires all required licenses, completes training activities and passes all proficiency assessments, they will transition into a full time Financial Solutions Advisor. 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 your position requires SAFE Act registration, you will be 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 your immediate termination.
PLEASE CLICK ON THE LINK AND WATCH THIS New Merrill Edge Recruiting Video: at https://www.merrilledge.com/academy-video-modal prior to applying so you get a great understanding on Merrill Edge!
FSCs focus on deepening banking and investment relationships with Mass Affluent customers; clients with less than $250k in investable assets. FSCs work with customers to understand their financial situation and needs, and provide investment solutions (i.e. stocks, bonds, mutual funds, etc.) to meet those needs. The trainee will directly report to a New Hire Manager during the duration of their time as a trainee.
The successful candidate will:
Quickly assess customer objectives and position solutions appropriately and effectively
Uncover client needs, deepen existing relationships and refer clients to partner businesses
Understand what is important to a client and provide investment advice and guidance aligned to their overall financial goals
Deliver exceptional service to clients by answering general account inquiries
Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
Establish strong client relationships by exceeding client expectations and following through on commitments
Maintain current knowledge of Merrill Edge products, policies and services while keeping abreast of financial markets and regulations
Grasp complex technical material quickly
Required Skills & Abilities:
Series 7 and Series 66 (or both the 63 and 65) is required; if not currently held, Series 7 & 66 must be obtained within 120 days
Strong computer skills with an ability to multitask in a fast paced environment
Requires basic knowledge of the organization, products and/or services
Ability to adapt and seek solutions for customers in a fast-paced environment
Bachelor’s degree, or 1-2 years relevant work experience
Preferred Skills & Abilities :
Proven Sales Ability
Proven ability to meet and exceed sales, productivity and quality monitoring goals
Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
Excellent interpersonal, leadership and oral/written communication skills
Strong organizational and teamwork skills
Capable of multi-tasking and working efficiently under stress and high volume
Previous knowledge of client account services
Demonstrated passion and interest in financial markets
Financial services industry experience
Posting Date : 07/17/2017
Location : US-IL-Rolling Meadows
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Weekly Schedule : Monday-Friday 8am-8pm CST Flexible
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Diversity & Inclusion
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