Financial Solutions Advisor – Bilingual Spanish, Series 7, 66

Bank of America

. Provide holistic financial advice and guidance to clients by phone .

Posted 10/28/2026full-timeUnited StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing holistic financial advice, utilizing knowledge of investments and financial markets to tailor solutions for clients. Proficient in maintaining client relationships and achieving sales goals while ensuring compliance with industry regulations.

Highest-signal resume keywords

Series 7 & 66 CertificationBilingual Spanish ProficiencyFinancial Advisory ExperienceClient Service ProficiencyMerrill Lynch Product Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment SolutionsSavings SolutionsCredit ManagementLiability ManagementWealth Management ToolsSales Goals AchievementTechnical Material ApplicationClient Relationship ManagementClient Needs AnticipationProspective Client Identification

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationListening SkillsAdaptabilityMultitasking Ability

Certifications & Qualifications

Series 7Series 66SAFE Act Registration

Industry Keywords

Financial ServicesClient Attrition MitigationMerrill Lynch Guidelines for Business ConductInvestment Sales ExperienceClient Expectations Management

About the role

Key responsibilities & impact

Provide holistic financial advice and guidance to clients by phone
Identify investment, savings, credit, liability management, product, and service solutions
Apply knowledge of investments and financial markets to individual client needs
Align Merrill Lynch and Bank of America products and services where appropriate
Maintain existing U.S. client relationships through day-to-day service and advice
Use wealth management tools to maintain and enhance clients' financial strategies
Deepen relationships with existing clients and partner with internal team members
Identify prospective clients and welcome new clients to the platform
Set clear client expectations to support smooth transitions and continuity of the Bank of America/Merrill Lynch relationship
Anticipate client needs, exceed service expectations, and follow through on commitments
Adapt to client preferences using a conversational style
Identify indicators of client attrition and mitigate them
Identify client opportunities and engage key partners as needed
Maintain personal integrity and comply with Merrill Lynch's Guidelines for Business Conduct

Requirements

What you’ll need

Series 7 & 66 required (or equivalent Series 63 & 65)
Minimum of 1–2 years of financial advisory or investment sales experience
1–2 years of relevant work experience
Bilingual Spanish proficiency required
Strong computer skills and ability to multitask in a fast-paced environment
Flexibility to work a standard Monday–Friday shift between 9:00 a.m. and 9:00 p.m. Eastern Time
Ability to grasp and apply complex technical material quickly
Must complete SAFE Act registration, background check, and registration process
Must maintain SAFE Act registration in good standing
Bachelor's degree strongly preferred
Successful experience and track record achieving sales goals
Superior client service proficiency, including excellent verbal, written, and listening skills
Financial services industry experience
Strong understanding of Merrill Lynch products and services

Benefits

Comp & perks

Full-time schedule
40 hours per week
1st shift schedule