Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
Bank of America, Jacksonville, FL, United States
Position Description
Financial Solutions Advisors (FSAs) are phone‑based licensed advisors (Series 7 and 66 required) who provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management needs. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to each client’s needs. They also align Merrill Lynch and Bank of America products and services where appropriate.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in 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.
Responsibilities
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 them
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
Series 7 & 66 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 9 am – 9 pm 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 and Hours
1st shift (United States of America)
40 hours per week
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This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in 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.
Responsibilities
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 them
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
Series 7 & 66 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 9 am – 9 pm 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 and Hours
1st shift (United States of America)
40 hours per week
#J-18808-Ljbffr