Participant Services Financial Solutions Advisor (Series 7 Required)
Company: Disability Solutions
Location: Chandler
Posted on: September 28, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day. One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being. Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization. Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Merrill Participant Services Financial
Solutions Advisors (FSA) engage participants in goals-based
conversations to provide education and guidance when they need us
most - whether they are transitioning from another job, just
starting out in the workforce, building a family or transitioning
to retirement. Through a contact center environment, FSAs leverage
the Bank of America and Merrill offering model and collaborate with
business partners to provide service/education to active and
separated Merrill 401k and Equity Plan Participants. They set clear
expectations to create a smooth transition and continuation of the
Bank of America/Merrill relationship. If you are interested in
growing a long term career in finance, passionate about delivering
client centric solutions, want the ability to learn more about
markets, and investments, the Participant Services Financial
Solutions Advisor is the ideal role for you.We'll help you:
Keywords: Disability Solutions, Catalina Foothills , Participant Services Financial Solutions Advisor (Series 7 Required), Accounting, Auditing , Chandler, Arizona
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