Financial Solutions Advisor, Bilingual Spanish – Series 7, 66 required
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Chandler • Arizona • Florida • United States
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About the role
- 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
Requirements
- 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.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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