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Corporate Financial Solutions Advisor (CFSA) - Series 7 and 66 REQUIRED (Evergreen)

New York, New York;Atlanta, Georgia

Job Description:

What is my role as a Corporate Financial Solutions Advisor?

Through a contact center environment, Corporate Financial Solutions Advisor (CFSA) leverage the products and services of Bank of America and Merrill to help clients and prospective clients accomplish whatever matters most to them. Corporate FSAs each have a client base where the FSA has primary responsibility to service and maintain the relationship and expand that relationship where appropriate. Whether day-to-day finances or helping someone through life events, they engage clients in goals-based conversations to:

• Providing support to Equity and 401K plan participants to position yourself as a trusted partner for financial or investment needs

• Executing proactive service calls and task for Equity and 401K plan participants

• Better understand their client’s needs in order to provide financial education and advice

• Responsibly manage the full client experience, providing financial advice to an assigned group of clients, enhancing client care, retention and deepening

• Implement solutions including investment (spanning a full spectrum of self-directed to fully managed platforms); banking (deposit accounts and credits cards); and lending

• Further strengthen relationships by responding to client questions, anticipating needs, regular outreach, exceeding expectations and following through on commitments

• Demonstrate knowledge of all solutions and apply key principles appropriately to the individual’s goals and needs

• Consistently identify opportunities and where appropriate fulfill and/or refer to internal partners

• Ability to grasp, explain and apply technical material quickly

• Manage resolution of client issues, including research and communication and documentation of outcomes

• Demonstrate expert knowledge of and compliance with internal and regulatory policies, procedures and processes

What skills are required to be a Corporate FSA?

• Series 7and66 Required

• 2+ years’ experience in a metrics-based sales or service role where expectations were met or exceeded

• Experience working with Corporate Benefit Plans

• Demonstrated client management success

• Passion for excellence and willingness to work to exceed client expectations

• Strong computer/technological skills with an ability to multitask in a fast paced environment

Desired Skills:

• Capable of effectively operating in a team oriented and highly collaborative environment

• Bachelor's degree (business related discipline strongly preferred)

• Successful experience and track record achieving sales goals

• Ability to effectively manage a heavy workload, while having successful experience and track record achieving sales goals

• Superior client service proficiency including excellent verbal, written, and listening skills

• A high level of personal integrity and the ability to comply with enterprise policy and procedures

• Strong understanding and ability to communicate the suite of enterprise products and services

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.