Financial Solutions Advisor, Spanish Preferred
Bank of America
full-time
Posted on:
Location Type: Office
Location: Ft Lauderdale • Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals
- Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions
- Engage and share value proposition with customers in the lobby
- Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds
- Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex
Requirements
- Series 7 & 66 must be obtained within 120 days
- Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held)
- Communicate effectively
- Strong computer skills with an ability to multitask in a fast paced environment
- Ability to adapt and seek solutions for clients in a fast-paced environment.
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
communicate effectivelymultitaskadaptseek solutions
Certifications
Series 7Series 66Series 63Series 65