Internal Product Specialist
About The Position
This job is responsible for identifying and providing investment products and trainings to Financial Solutions Advisors (FSAs), enabling them to match investment solutions that will fulfill and meet client needs. Key responsibilities include partnering with leadership to identify gaps in performance and build out support to drive advice delivery, by leveraging, coordinating FSA training to strengthen advisor investment acumen on Merrill platforms and True Advice Excellence (TAE) process. Job expectations include defining and measuring goals for advised solution, enterprise delivery and book management. In addition to leadership support, this job is responsible for providing support to advisors on an ADHOC basis.
Requirements
- FINRA Series 7 & 66
- 2+ year in Financial Solutions Advisor role (FSA)
- Strong understanding of Merrill Edge products and services as well as the Financial Advisor role
Nice To Haves
- Strong computer skills with an ability to multitask in a demanding environment
- Strong ability to communicate using presentations and PowerPoint
- Designation of CRPC, AWMA or CFP
- Bachelor's Degree
- Skills: Change Management Decision Making Influence Learning Delivery Leadership Development Performance Management Process Effectiveness Sales Performance Management Attention to Detail Consulting Process Design Workforce Analytics Time Management
Responsibilities
- Supports Financial Solutions Advisors (FSAs) with client conversations and scenarios related to client platforms and fulfills client priorities and goals by applying knowledge of customer segments
- Defines and measures progress towards goals, including sales activity, gross and net managed asset sales targets, and FA penetration
- Prepares and analyzes profit and loss reports and validates postings and balances for a product in support of the Line of Business
- Partners with FSAs to provide assistance and training needed to identify investment solutions that match client needs
Benefits
- This role is eligible to participate in the annual discretionary plan.
- Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
- This role is currently benefits eligible.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
- Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
