Bank of America
Financial Solutions Advisor - Participant Services (Series 7 and 66 required)
$65K–$85K
Pennington · Full-time · Posted Jan 6, 2026
About the job
Provides financial education, guidance, and customized investment solutions to Merrill 401(k) and equity-plan participants through a contact center, while supporting client relationships and referrals.
What you'll do
- Conduct goals-based conversations and recommend investment and banking strategies aligned with participants’ needs.
- Triage client requests and refer participants to appropriate internal partners based on needs and asset thresholds.
- Strengthen participant relationships, manage risk, and identify opportunities for additional support.
What they ask for
- Series 7 and Series 66 or equivalent.
- Strong computer skills and ability to multitask in a fast-paced environment.
- Passion for excellence and willingness to exceed client expectations.
Pay
$65,000.00 - $85,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative