Financial Solutions Advisor, Bilingual Spanish – Series 7, 66 required

. Financial Solutions Advisors (FSAs) are phone-based licensed advisors providing holistic financial advice .

Posted 4/5/2026full-timeChandler • Arizona, Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Key responsibilities & impact

Financial Solutions Advisors (FSAs) are phone-based licensed advisors providing holistic financial advice
Demonstrate knowledge of investments and financial markets and apply key principles appropriately
Align Merrill Lynch and Bank of America products and services where appropriate
Responsible for maintaining U.S. client relationships and providing day to day service and advice
Identify prospective clients and deepen relationships with existing clients
Set clear client expectations and create smooth transitions of the Bank of America/Merrill Lynch relationship
Anticipate needs, exceed service expectations and follow through on commitments
Consistently identify client opportunities and engage key partners as needed

What you’ll need

MUST have these skills to be minimally qualified
Series 7 & 66 is required (or the equivalent 63 & 65)
Minimum of 1-2 years financial advisory or investment sales experience
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment
1-2 years relevant work experience
Bilingual Spanish Proficiency required
Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est.

Comp & perks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial advisoryinvestment salesclient relationship managementmultitaskingbilingual Spanish proficiency

Soft Skills

passion for excellencewillingness to exceed client expectationsanticipation of client needscommitment follow-through

Certifications

Series 7Series 66Series 63Series 65