Financial Solutions Advisor, Bilingual Spanish – Series

Responsibilities

• Provide clients with holistic financial advice and guidance.
• Identify broader product and service solutions that meet their investment, savings and liability management needs.
• Maintain existing U.S. client relationships by providing day-to-day service and advice via a phone-based platform.
• Set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship.
• Deepen relationships with existing client base and partner closely with internal team members.

• MUST have these skills to be minimally qualified.
• Series 7 & 66 is required (or the equivalent 63 & 65).
• Minimum of 1-2 years financial advisory or investment sales experience.
• Bilingual Spanish Proficiency required.
• Must be flexible to work a standard shift M-F between the hours of 9 AM - 9 PM EST.

• Financial advisory.
• Investment sales.
• Liability management.
• Savings solutions.
• Product solutions.

• Client relationship management.
• Communication.
• Flexibility.
• Expectation setting.
• Team collaboration.

• Series 7.
• Series 66.
• Series 63.
• Series 65.