Financial Services Advisor - Brokerage Team
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.