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Financial Solutions Advisor, Bilingual Spanish – Series 7, 66 Required
Bank of America. provide clients with holistic financial advice and guidance .
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 resumeApplicant 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