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

Financial Solutions Advisor - Bilingual Spanish

Financial Solutions Advisors (FSAs) are phone-based licensed advisors 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. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in your immediate termination.

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. Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Adapt to client preferences using a conversational style. Understand and proactively identify leading indicators of client attrition and mitigate. Align Merrill Lynch products and services where appropriate. Consistently identify client opportunities and engage key partners as needed. Ability to 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.

Required Skills

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
• Passion for excellence and willingness to work to exceed client expectations
• Strong computer skills with an ability to multitask in a fast paced environment
• Bilingual Spanish Proficiency required
• Must be flexible to work a standard shift M-F between the hours of 9am - 9pm EST.

Desired Skills

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.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.