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

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

Chandler, Arizona;Jacksonville, Florida

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Job Description : Position Description

Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying 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. 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

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

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.

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

Shift :

1st shift (United States of America)

Hours Per Week : 40

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