Bank of America Financial Solutions Advisor - SERIES 7 and 66 REQUIRED or 63, 65 in lieu of 66 - Mt. Kisco Financial Center - Mt. Kisco, NY. in Mount Kisco, New York
FSA provides advice and guidance to clients while helping to deepen investment relationships and serve as Preferred clients primary point of contact within the Financial Center. 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 an enterprise product view for our clients, executing referrals across banking and
Posting Date : 07/28/2017
Location : US-NY-Mount Kisco
Travel : Yes, 20% of the time
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
Weekly Schedule : Monday-Friday open to close of banking center and some Saturdays
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