Financial Solutions Advisor - Bilingual Spanish (Series 7 required)
Disability Solutions•Chandler, AZ
438d
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About The Position
The Financial Solutions Advisor (FSA) position is a phone-based role that requires licensed advisors to provide holistic financial advice and guidance to clients. FSAs are responsible for maintaining and enhancing client relationships by offering investment, savings, and liability management solutions. They utilize wealth management tools and align Bank of America and Merrill Lynch products to meet client needs. This role also involves identifying prospective clients and ensuring a smooth transition for new clients, all while adhering to SAFE Act registration requirements.
