Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)

Bank of America • Chandler, AZ

13d

About The Position

Financial Solutions Advisors (FSAs) are phone-based licensed advisors who provide clients with holistic financial advice and guidance. They identify broader product and service solutions for clients’ investment, savings, liability-management, and credit needs, demonstrate knowledge of investments and financial markets, and apply relevant principles to individual client needs. They align Merrill Lynch and Bank of America products and services where appropriate.

The role is part of the Merrill Edge Advisory Center (MEAC), a consultative platform serving mass affluent clients. The FSA maintains existing U.S. client relationships by providing day-to-day service and advice over the phone, using wealth-management tools to deliver investment, savings, and liability-management solutions. The advisor deepens relationships with existing clients, partners with internal team members as appropriate, and may identify prospective clients and welcome new clients to the platform. The FSA sets clear client expectations to support a smooth transition and continued relationship with Bank of America and Merrill Lynch.

The position is subject to SAFE Act registration requirements. The employee must register with the federal registry system, complete the required background check and registration process, and remain in good standing. Failure to obtain or maintain registration may result in immediate termination.

Requirements

• Series 7 and Series 66 licenses, or the equivalent Series 63 and Series 65 licenses.
• Minimum of 1–2 years of financial advisory or investment sales experience.
• 1–2 years of relevant work experience.
• Bilingual Spanish proficiency.
• Passion for excellence and willingness to work to exceed client expectations.
• Strong computer skills and ability to multitask in a fast-paced environment.
• Ability to grasp and apply complex technical material quickly.
• Flexibility to work a standard Monday–Friday shift between 9 a.m. and 9 p.m. Eastern Time.
• Must satisfy SAFE Act registration requirements, including federal registry registration and the required background check, and maintain good standing.

Nice To Haves

• Ability to operate effectively in a team-oriented, highly collaborative environment.
• Successful experience and track record achieving sales goals.
• Extraordinary interpersonal skills, strong team orientation, and resiliency.
• Ability to effectively manage workload.
• Superior client service proficiency, including excellent verbal, written, and listening skills.
• Financial services industry experience.
• Strong understanding of, and ability to communicate, the suite of Merrill Lynch products and services.
• Bachelor’s degree strongly preferred.

Responsibilities

• Maintain existing U.S. client relationships by providing day-to-day service and advice through a phone-based platform.
• Provide investment, savings, and liability-management solutions using wealth-management tools to maintain and enhance clients’ financial strategies.
• Further strengthen client relationships by anticipating needs, exceeding service expectations, and following through on commitments.
• Demonstrate knowledge of investments and financial markets and apply key principles to individual clients’ investment needs.
• Adapt to client preferences using a conversational style.
• Understand and proactively identify leading indicators of client attrition and take steps to mitigate attrition.
• Align Merrill Lynch products and services where appropriate.
• Identify client opportunities and engage key partners as needed.
• Partner closely with internal team members when appropriate.
• May identify prospective clients and welcome new clients to the platform.
• Set clear client expectations to support a smooth transition and continuation of the Bank of America/Merrill Lynch relationship.
• Comply with the Guidelines for Business Conduct and maintain a high level of personal integrity.
• Complete and maintain required SAFE Act registration and good standing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed