Position Description
Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is 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. Since 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 phone-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 relationships with our existing client base and partnering closely with internal team members when appropriate. The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship.
Required Skills: " MUST " have these skills to be minimally qualified.
Desired Skills:
Shift:
1st shift (United States of America)Hours Per Week:
40Chief OfficerThe deck department is responsible for the navigational safety and integrity of the vessel. In addition to navigation, this department ensures that all lifesaving and firefighting equipment is ready and properly working at all times, and coordinates all crew...
...duties. Support audits - annual external audit through external accounting firm. Support Monthly, Quarterly, and Yearly Budget &... ...opportunities and helping our clients grow. We offer Direct Hire and Temporary staffing solutions (with best - in-class Consultant Care...
...monitors, expert lighting setups, and broadcast tools to ensure optimal on-set production. Complex Software Solutions : Utilize industry-standard software such as Blender, Cinema 4D, DaVinci Resolve, Adobe Suite (Premiere Pro, After Effects, Photoshop, Illustrator),...
...to join a thriving company in Conroe, Texas. The HSE Manager will be responsible for planning and managing company-wide health, safety, and environmental processes to ensure compliance with regulations, achieve objectives, and improve customer value while reducing operating...
...customers questions on ice rink policies, schedules, hours of operation, etc. Performs related tasks as required. KNOWLEDGE, SKILLS AND ABILITIES General knowledge of ice resurfacing and maintenance practices and procedures; general knowledge of practices and...