Bank of America Corporate Financial Solutions Advisor - Sarasota, FL in Sarasota, Florida
Corporate FSA (CFSA) develops new investment business with existing Merrill Lynch 401K or Equity Plan participants. The CFSA will identify, profile and meet with clients via telephone to analyze and review financial goals. The CFSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. The CFSA will be located in a Merrill Lynch complex and be a key partner for the FA team managing the Corporate/Institutional client relationship, as such, they will participate in on-going training and interaction with the Merrill Lynch Wealth Complex. The CFSA 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 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. Three+ years experience in business development and investments training. 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.
Required Skills: Must have these skills to be minimally qualified.
3+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions
Knowledge of banking (credit and deposit) products and services desired
Demonstrated ability to cultivate effective revenue generating partnerships with other LOBs
Proven track record of ability to influence: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
Must be able to provide evidence of consultative communication and relationship building skills leading to client fulfillment and delight in previous roles
Must possess sound business ethics; acts in the best interest of the client
Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations
Excellent time management and organizational skills
Series 7 & 66 (63 & 65 in lieu of 66)
4 year degree, preferably in business related field, CFP desired
Posting Date : 04/21/2017
Location : US-FL-Sarasota
Travel : Yes, 25% 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 + some Saturdays
Assistance for Applicants with Disabilities
Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .
Diversity & Inclusion
At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Frequently Asked Questions
Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.