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

Bank of America • Chandler, AZ

6d • Remote

About The Position

Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. The Merrill Edge Advisory Center (MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings, and credit needs. As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationships with our existing client base and partnering closely with internal team members when appropriate. The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship. Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments.

Requirements

• Series 7 & 66 is required (or the equivalent 63 & 65)
• Minimum of 1-2 years financial advisory or investment sales experience
• Strong computer skills with an ability to multitask in a fast paced environment
• 1-2 years relevant work experience
• Bilingual Spanish Proficiency required
• Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est.

Nice To Haves

• Passion for excellence and willingness to work to exceed client expectations
• Capable of effectively operating in a team oriented and highly collaborative environment
• Successful experience and track record achieving sales goals
• Extraordinary interpersonal skills, a 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 and ability to communicate the suite of Merrill Lynch products and services
• Bachelor's degree strongly preferred

Responsibilities

• Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs.
• Align Merrill Lynch and Bank of America products and services where appropriate.
• Provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools.
• Deepen relationships with our existing client base and partner closely with internal team members when appropriate.
• Identify prospective clients and welcome new clients to the platform.
• Set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship.
• Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments.
• Adapt to client preferences using a conversational style.
• Understand and proactively identify leading indicators of client attrition and mitigate.
• Consistently identify client opportunities and engage key partners as needed.
• Grasp and apply complex technical material quickly.
• Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch.

Benefits

• Competitive benefits to support their physical, emotional, and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level