Financial Solutions Advisor - Bilingual Spanish (Series 7 required) Job at Bank of America Corporation, Chandler, AZ

bUpGSlNuOFpMWWRVZkJ5aTl2T1JaNG43
  • Bank of America Corporation
  • Chandler, AZ

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
  • 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

Job Tags

Full time, Work experience placement, Immediate start, Flexible hours, Shift work,

Similar Jobs

RideAlongNow, Inc.

No CDL Driver with own vehicle 5 or more passengers Job Job at RideAlongNow, Inc.

No CDL Driver with own vehicle 5 or more passengers JobRideAlong provides managed transportation services to schools and parents for daily school pick-up and drop-off, after school activities and sports. We are looking for drivers with their own vehicles that can fit... 

State Farm Agent

CEO Job at State Farm Agent

The ideal candidate will manage the overall operations of the company as well as develop and implement strategies that meet the needs of the customers, the stakeholders, and the employees. They will be responsible for making key decisions and executing the culture of the...

SageSure

Data Science Intern Job at SageSure

 ...underserved, preferred homeowners middle-market, is seeking an Intern ( Data & Analytics) to join our summer internship program. Over the...  ...Stay updated on the latest trends and technologies in data science, machine learning, and BI, and propose innovative solutions to... 

Eitan Medical

Clinical Education Consultant Job at Eitan Medical

 ...infusion solutions across the continuum of care - from the hospital to the home. Purpose of the Position : The Clinical Education Consultant 1099, is responsible for leading and contributing to successful implementations including education and training for... 

Sarah's Pet Sitting

Pet Sitting & Dog Walking Employee SOUTHERN HAMDEN/NEW HAVEN Job at Sarah's Pet Sitting

 ...distance from their own home. Reliable transportation is required.**Sarahs Pet Sitting is an established, professional pet sitting company based in Cheshire, CT. We provide pet sitting & dog walking services for our clients in their homes. Pet Sitter Responsibilities...