National Financial Solutions Advisors

Merrill Lynch
Chandler, Arizona
Depending on Experience
Closing date
Dec 8, 2021

View more

Job Role
Investment Advisor
Employment Type
Full Time
Entry Level

Job Details

Job Description:

National Financial Solutions Advisors (FSA) engage clients and prospective clients in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement.  Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by providing Advice to help our Clients achieve their Financial Goals; solutions include investment, banking and lending.  They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.  If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the National Financial Solutions Advisor role is the ideal role for you.

We’ll help you:

  • Further strengthen participant relationships by anticipating needs, exceeding service expectations and following through on commitments
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant’s investment needs
  • Consistently identify participant opportunities and engage key partners as needed
  • Ability to grasp and apply complex technical material quickly
  • Responsibly manage 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

Required Skills: “Must” have these skills to be minimally qualified.

  • 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 
  • Demonstrated client management success
  • Passion for excellence and willingness to work to exceed client expectations
  • Superior prospecting skills
  • Strong computer/technological skills with an ability to multitask in a fast paced environment

Enterprise Role Overview:

Financial Solutions Advisors (FSAs) are phone-based licensed advisors (series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. 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 disciplinary actions up to and including termination.

Opportunities are available in Chandler, Arizona, Jacksonville, Florida, Rolling Meadows, Illinois, Hunt Valley, Maryland, Hopewell, New Jersey and Lincoln, Rhode Island


Merrill, a Bank of America company, is a leading provider of comprehensive wealth management and investment products and services for individuals, companies and institutions.  One of the largest firms in the world that specialized in goals-based wealth management, including planning for retirement, education, legacy and other life goals through investment advice and guidance.  Our trusted financial advisors are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Find Us
100 North Tryon Street
United States

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert