Financial Solutions Advisor - REQUIRED Series 7 and 66 (63/65 in lieu

National Recruiters
Oct 13, 2016
Oct 19, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Job Description:

The FSA should have experience in investment, banking and lending products to bridge banking and brokerage solutions. The FSA will build and maintain effective partnerships with internal business partners including other Financial Center teammates, Small Business Bankers, Mortgage Loan Officers, Financial Advisors, in Consumer Banking Services (CBS) and Merrill Edge Advisory Center (MEAC). The FSA will directly report to a Regional Sales Manager on the Preferred Banking & Investments team and work closely with specialist partners to drive referrals. Primary Responsibilities • Assess customer goals by conducting financial opportunity sessions with new or existing banking clients. Leverage business knowledge to determine prudent and appropriate strategy to meet client's needs by recommending financial solutions for Mass Affluent clients. • Build strategic partnership with Financial Center as a valued team member. Refer clients with an investment need and more than $250K in investable assets to a local Merrill Lynch Wealth Advisory Complex or US Trust office. Refer to other appropriate business channel(s) (i.e. Small Business, Home Loans) as needed • Demonstrate strong awareness of enterprise-wide opportunities to serve our customers. • Pro-actively build relationships with potential and existing clients to meet business objectives. Qualifications: Required Skills: Bilingual in Spanish Required • 3+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services. • One+ years experience in business development and investments training. • Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions.

Company Description:

National Recruiters is a San Francisco Bay Area Recruitment firm whose core strategy and distinctive competency is pairing exceptional candidates with best-in-class clients.