Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
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 that address clients’ investment, savings, and liability-management 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 through a phone-based platform, using wealth-management tools to support and enhance clients’ financial strategies. The advisor also deepens existing relationships, 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 continuation of the Bank of America/Merrill Lynch relationship. This 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 SAFE Act registration may result in immediate termination.
Requirements
- Series 7 and Series 66 licenses, or equivalent Series 63 and Series 65 licenses.
- At least 1–2 years of financial advisory or investment sales experience.
- Bilingual Spanish proficiency.
- Strong computer skills and ability to multitask in a fast-paced environment.
- Passion for excellence and willingness to exceed client expectations.
- Ability to work a standard Monday–Friday shift scheduled between 9 a.m. and 9 p.m. Eastern Time.
- Must complete and maintain SAFE Act registration and satisfy its background-check and registration requirements.
Nice To Haves
- Ability to work 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 manage workload effectively.
- 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
- Provide day-to-day service and financial advice to existing U.S. clients through a phone-based platform.
- Provide investment, savings, and liability-management solutions using wealth-management tools to maintain and enhance clients’ financial strategies.
- Strengthen client relationships by anticipating needs, exceeding service expectations, and following through on commitments.
- Demonstrate knowledge of investments and financial markets and apply relevant principles to individual client investment needs.
- Adapt to client preferences using a conversational style.
- Identify leading indicators of client attrition and take steps to mitigate it.
- Align Merrill Lynch products and services with client needs where appropriate.
- Identify client opportunities and engage key partners as needed.
- Partner with internal team members and 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.
- Apply complex technical material quickly.
- Comply with Merrill Lynch’s Guidelines for Business Conduct.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
