Financial Solutions Advisor - Bilingual Spanish; Series 7 and 66

Job Overview

Financial Solutions Advisor (FSA) is a phone-based, licensed advisor (Series7 and
66 required) who provides clients with holistic financial advice and guidance by identifying broader product and service solutions for investment, savings, and liability management.

• Maintain and deepen existing U.S. client relationships through day-to-day service and phone-based advice.
• Provide investment, savings, and liability management solutions and use wealth-management tools to enhance clients’ financial strategies.
• Identify prospective clients and welcome new clients to the platform, setting clear expectations for a smooth transition.
• Anticipate client needs, exceed service expectations, and follow through on commitments.
• Apply investment knowledge and market principles to individual client situations, adapting to client preferences with a conversational style.
• Recognize leading indicators of client attrition, mitigate risks, and align Merrill Lynch products when appropriate.
• Consistently identify client opportunities and engage relevant partners.
• Maintain personal integrity and comply with the Guidelines for Business Conduct.

• Series7 &66 (or equivalent 63 &65) REQUIRED.
• 1–2years of financial advisory or investment sales experience.
• Strong computer skills and the ability to multitask in a fast-paced environment.
• Fluency in Spanish (bilingual proficiency).
• Availability to work a standard Monday–Friday shift between 9am and 9pm EST.
• Minimum of a Bachelor’s degree is strongly preferred.

• Team-oriented and collaboratively minded.
• Track record of meeting or exceeding sales goals.
• Excellent interpersonal, verbal, written, and listening skills.
• Experience in the financial services industry.
• Ability to communicate the suite of Merrill Lynch products and services effectively.

Shift: 1st shift (United States of America). Hours per week: 40.

Bank of America is an equal opportunity employer and welcomes applicants from all backgrounds.