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Financial Solutions Advisor - Merrill Edge - Coral Gables Banking Center - Coral Gables, FL (Bilingu
Title: Financial Solutions Advisor - Merrill Edge - Coral Gables Banking Center - Coral Gables, FL (Bilingual Spanish Required)
Location: US-FL-Coral Gables
FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Complex. The role is a bridge between banking and brokerage, therefore the FSA must have a general awareness of core banking and investment solutions. The FSA should be able to provide a single company and product view for our clients, executing referrals across banking and brokerage lines. Demonstrates proficiency with appropriate banking center systems and routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) and Insurance licenses required. CFP preferred. 4 year business degree preferred. One years experience in business development and investments training.
Specific Job Description
The primary role of the Field Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Bank of America's Mass Affluent (MA) customers. Located in Banking Centers with a concentration of mass affluent customers, the FSA will act as the primary point of contact for MA customers, although will not have a book of business." Walk-in MA customers will be directed to the FSA who will provide end to end comprehensive advice and customized solutions to help customers achieve their financial goals. Customer reviews/presentations will include a review of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, insurance, annuities and banking solutions. Also, the FSA will transact point of fulfillment investment and banking business for clients with less than $250k in investable assets. In addition, the FSA will engage in daily outbound calling to pre-selected Bank of America or Merrill Edge customers inviting them into the Banking Center for a customer review.
The Banking Center FSA will provide a single company and agnostic product view for our mass affluent clients. The FSA should therefore have experience in investment, banking and lending products to bridge banking and brokerage solutions. The FSA will build and maintain effective partnerships with internal business partners including other Banking Center teammates, Mortgage Loan Officers, Financial Advisors, banking and investment contact center teammates in Customer Services & Solutions (CS&S) and Merrill Edge Advisory Center (MEAC). The FSA will directly report to a Regional Sales Manager on the Mass Affluent Sales team and partner closely with the Banking Center staff to drive cross-segment referrals.
Key Job Responsibilities
This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that 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 register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.