Bank of America
Financial Solutions Advisor - Participant Services (Series 7 required)
$65K–$85K
Pennington · Full-time · Posted Oct 4, 2026
About the job
Provides education, guidance, and financial solutions to Merrill 401(k) and equity plan participants through a contact center, helping them address investment needs and financial goals.
What you'll do
- Build participant relationships through goals-based conversations, education, and investment guidance.
- Identify participant needs and opportunities, and refer or collaborate with appropriate business partners.
- Recommend financial strategies and solutions aligned with client goals while managing risk.
What they ask for
- Series 7 license and Series 66 or equivalent; if Series 66 is not held, it must be obtained within 90 days.
- Strong computer skills and ability to multitask in a fast-paced environment.
- Passion for excellence and willingness to exceed client expectations.
Pay
USD $65,000.00 - $85,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative