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Corporate Financial Solutions Advisor – REQUIRED Series 7 and 66 - Cincinnati, OH

Bank of America
Cincinnati, OH
  • Job Code
Company Bank of America

Job Title Corporate Financial Solutions Advisor – REQUIRED Series 7 and 66 - Cincinnati, OH

Jobid bankofamerica-18011282CincinnatiOH

Location: Cincinnati, OH, 45217, USA

Description **Job Description:**

**Position Description:**

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.

**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.

**Required Skills & Experience:** " **MUST** " have these skills to be minimally qualified.

+ Series 7 & 66 (63 & 65 in lieu of 66) and Insurance licenses required.

+ Three+ years experience in business development and investments training.

+ If Internal, Minimum of Meets / Meets expectations in current FSA role

+ Internals must be In role minimum of 12 months

+ If Internal, Top 50% in national investment production (average funded accounts)

+ If Internal, RSM sponsorship that the FSA meets CFSA candidate profile

+ In good compliance standing

+ If internal, not currently on any form of disciplinary action

+ If Internal, consistently displays outstanding outbound calling activity in current FSA role

**Desired Skills & Experience:**

+ CFP preferred.

+ 4 year business degree preferred.

**Posting Date** : 02/28/2018

**Location** :


- United States

**Travel** : Yes, 20% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**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.

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Corporate Financial Solutions Advisor – REQUIRED Series 7 and 66 - Cincinnati, OH

Bank of America
Cincinnati, OH

Share this job

Corporate Financial Solutions Advisor – REQUIRED Series 7 and 66 - Cincinnati, OH

Bank of America
Cincinnati, OH

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