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Financial Solutions Advisor – Bilingual Spanish, Series 7, 66
Bank of America. Provide clients with holistic financial advice and guidance via phone .
About the role
Key responsibilities & impact- Provide clients with holistic financial advice and guidance via phone
- Maintain U.S. client relationships by providing day to day service and advice
- Identify prospective clients and welcome new clients to the platform
- Set clear client expectations for a smooth transition of the relationship
- Strengthen client relationships by anticipating needs and exceeding service expectations
Requirements
What you’ll need- 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
- Bilingual Spanish Proficiency required
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial advisoryinvestment salesmultitasking
Soft Skills
client relationship managementanticipating needsexceeding service expectationspassion for excellencewillingness to work
Certifications
Series 7Series 66Series 63Series 65