Financial Solutions Advisor – Bilingual Spanish, Series 7, 66

Bank of America

. Provide clients with holistic financial advice and guidance by identifying broader product and service solutions .

Posted 10/27/2026full-timeUnited StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing holistic financial advice and guidance, with a strong focus on client relationship management and investment solutions. Proficient in utilizing wealth management tools and effectively communicating the suite of Merrill Lynch products and services.

Highest-signal resume keywords

Series 7 & 66 CertificationFinancial Advisory ExperienceBilingual Spanish ProficiencyClient Service ProficiencySales Goal Achievement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment KnowledgeFinancial Market UnderstandingWealth Management ToolsClient Relationship ManagementMultitasking Ability

Soft Skills

Interpersonal SkillsTeam OrientationResiliencyWorkload ManagementCommunication Skills

Certifications & Qualifications

Series 7Series 66Bachelor's Degree Preferred

Industry Keywords

Financial ServicesClient ExpectationsMerrill Lynch ProductsInvestment SalesClient Opportunities

About the role

Key responsibilities & impact

Provide clients with holistic financial advice and guidance by identifying broader product and service solutions
Apply knowledge of investments and financial markets to individual client investment 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 via a phone-based platform
Provide investment, savings, and liability management solutions using wealth management tools
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 for a smooth transition and continuation of the Bank of America/Merrill Lynch relationship
Anticipate client needs, exceed service expectations, and follow through on commitments
Identify client attrition indicators and mitigate risk
Identify client opportunities and engage key partners as needed
Maintain high personal integrity and comply with Merrill Lynch Guidelines for Business Conduct

Requirements

What you’ll need

Series 7 & 66 is required (or the equivalent 63 & 65)
Minimum of 1-2 years financial advisory or investment sales experience
1-2 years relevant work experience
Bilingual Spanish Proficiency required
Strong computer skills with an ability to multitask in a fast paced environment
Must be flexible to work a standard shift M-F between the hours of 9am - 9pm EST
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

Benefits

Comp & perks

Full time employment
40 hours per week