Financial Services Advisor - Brokerage Team

Chandler, Arizona
Depending on experience
Jul 12, 2021
Aug 11, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Brokerage team FSA’s work with existing clients to deliver financial advice and deepen client relationships by leveraging solutions from the entire enterprise. Our Financial Solutions Advisors collaborate with clients on a daily basis to provide service and advice via a phone-based platform. In our Contact Centers, FSAs leverage the Merrill offering model and collaborate with business partners when appropriate. FSAs are also responsible for setting clear client expectations to create a smooth transition and continuation of existing Bank of America/Merrill relationships.

Click here to review and apply to the Consumer Investments Home Office Financial Solutions Advisor Roles on the Brokerage Team