Financial Solutions Advisor – UNLICENSED – Merrill Edge Advisory Center

Financial Solutions Advisor - UNLICENSED - Merrill Edge Advisory Center - Chandler, AZ May class

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 play a key role in the Merrill Edge Advisory Center's (MEAC) growth strategy. They will deliver superior advice and guidance to our clients via a phone based platform by listening to their goals and objectives. The FSA will provide investment, savings, and liability management solutions to help develop financial strategies though the utilization of our Wealth Management Process. Their responsibilities will also include building our client base through our institutional and consumer relationships by educating prospects on their retirement and investment options by positioning the value of the Merrill Edge SM offer. Specific responsibilities include, but are not limited to: Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch. Strong ability to consolidate assets from our existing client base as well as prospective Merrill Lynch clients Knowledge of investments and financial markets with ability to apply key principles appropriately to the individual client's investment needs Ability to cross sell Merrill Lynch and Bank of America products and services where appropriate Have a passion for excellence, customer service, process efficiency and time management. The successful FSA will consistently identify client opportunities and follow through on these opportunities to best serve clients. 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.