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

Bank of America

Bilingual Financial Solutions Advisor providing holistic financial advice to clients via phone. Maintaining relationships and identifying broader solutions for investment and savings management.

Posted 5/13/2026full-timeJacksonville • Arizona, Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

provide clients with holistic financial advice and guidance
identify broader product and service solutions that meet their investment, savings and liability management solutions
maintain existing U.S. client relationships by providing day to day service and advice via a phone-based platform
set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship
deepen relationships with existing client base and partner closely with internal team members

Requirements

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
Bilingual Spanish Proficiency required
Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work hours
Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial advisoryinvestment salesliability managementsavings solutionsproduct solutions

Soft Skills

client relationship managementcommunicationflexibilityexpectation settingteam collaboration

Certifications

Series 7Series 66Series 63Series 65