Arizona Small Business Association - ASBA · 18 hours ago
Financial Solutions Advisor - Participant Services (Series 7 and 66 required)
Chandler, AZ
Full-time
Onsite
Mid LevelBank of America is dedicated to improving financial lives through strong connections and responsible growth. The Financial Solutions Advisor will engage with participants to provide personalized education and guidance, helping them navigate their financial goals through a contact center environment.
AssociationBusiness DevelopmentNon Profit
Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Qualification
Required
Series 7, and 66 or equivalent required
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment
Company
Arizona Small Business Association - ASBA
The Arizona Small Business Association (ASBA) is THE VOICE for small business in Arizona, dedicated to promoting success for entrepreneurs, the business community and economic growth in our region.
Founded in 1973
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Debbie Lynn Hann
Chief Operating Officer
Recent News
2025-05-07
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