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Financial Solutions Advisor Trainee - REQUIRED Series 7 - Merrill Edge - Jacksonville, FL - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Jacksonville, Florida |
About this job
The primary role of the Financial Solutions Advisor Trainee is to acquire the necessary licenses and training to become a Financial Solutions Advisor. In addition to studying and acquiring 7 & 66 licenses (63 & 65 in lieu of 66), FSA Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a FSA Trainee acquires all required licenses, completes training activities and passes all proficiency assessments, they will transition into a full time Financial Solutions Advisor. This position may be 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. If 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 your immediate termination.
The Merrill Edge Advisory Center(MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs.
As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a telephone based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationshipswith our existing client base and partnering closely with internal team memberswhen appropriate.
The FSA may also be responsible for identifying prospective clients andwelcoming new clients to the platform. This person will set clear clientexpectations to create a smooth transition and continuation of the Bank ofAmerica/Merrill Lynch relationship.
• Further strengthen client relationships by anticipating needs, exceedingservice expectations and following through on commitments
• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
• Adapt to client preferences using a conversational style
• Understand and proactively identify leading indicators of client attritionand mitigate
• Align Merrill Lynch products and services where appropriate
• Consistently identify client opportunities and engage key partners as needed
• Ability to grasp and apply complex technical material quickly
• Maintain a high level of personal integrity and comply with the Guidelinesfor Business Conduct as stated by Merrill Lynch
• Based on qualifications this position may be filled as a Financial SolutionsConsultant
Required Skills:
Series 7 is required
Series 66 (or both the 63 & 65) is strongly preferred; if 66 is not currently held, must be obtained within 120 days
Minimum of 1-2 years financial advisory or investment sales experience
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment
Bachelor's degree preferred (business related discipline strongly preferred), or 1-2 yearsrelevant work experience
Desired:
Capable of effectively operating in a team oriented and highly collaborative environment
Successful experience and track record achieving sales goals
Extraordinary interpersonal skills, a strong team orientation and resiliency
Ability to effectively manage workload
Superior client service proficiency including excellent verbal, written, and listening skills
Financial services industry experience
Strong understanding and ability to communicate the suite of Merrill Lynch products and services
The Merrill Edge Advisory Center(MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs.
As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a telephone based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationshipswith our existing client base and partnering closely with internal team memberswhen appropriate.
The FSA may also be responsible for identifying prospective clients andwelcoming new clients to the platform. This person will set clear clientexpectations to create a smooth transition and continuation of the Bank ofAmerica/Merrill Lynch relationship.
• Further strengthen client relationships by anticipating needs, exceedingservice expectations and following through on commitments
• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
• Adapt to client preferences using a conversational style
• Understand and proactively identify leading indicators of client attritionand mitigate
• Align Merrill Lynch products and services where appropriate
• Consistently identify client opportunities and engage key partners as needed
• Ability to grasp and apply complex technical material quickly
• Maintain a high level of personal integrity and comply with the Guidelinesfor Business Conduct as stated by Merrill Lynch
• Based on qualifications this position may be filled as a Financial SolutionsConsultant
Required Skills:
Series 7 is required
Series 66 (or both the 63 & 65) is strongly preferred; if 66 is not currently held, must be obtained within 120 days
Minimum of 1-2 years financial advisory or investment sales experience
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment
Bachelor's degree preferred (business related discipline strongly preferred), or 1-2 yearsrelevant work experience
Desired:
Capable of effectively operating in a team oriented and highly collaborative environment
Successful experience and track record achieving sales goals
Extraordinary interpersonal skills, a strong team orientation and resiliency
Ability to effectively manage workload
Superior client service proficiency including excellent verbal, written, and listening skills
Financial services industry experience
Strong understanding and ability to communicate the suite of Merrill Lynch products and services