Bank of America
Financial Solutions Advisor - Participant Services (Series 7 required)
Chandler · Full-time · Posted Sep 17, 2026
About the job
Provides financial education, guidance, and customized investment solutions to Merrill 401(k) and equity plan participants through a contact center, supporting their financial goals and referring them to partners as needed.
What you'll do
- Conduct goals-based conversations and recommend financial and investment strategies aligned with participant needs.
- Provide service and education to active and separated plan participants, and follow through on commitments.
- Identify participant opportunities, refer clients to appropriate partners, and manage risk.
What they ask for
- Series 7 license and Series 66 or equivalent; Series 66 must be obtained within 90 days if not currently held.
- Strong computer skills and ability to multitask in a fast-paced environment.
- Passion for excellence and willingness to exceed client expectations.
Model-written summary · the original posting is authoritative