Bilingual Financial Solutions Advisor - Spanish

Bank of America; Chandler (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor to serve mass affluent clients by phone, delivering holistic investment, savings and liability management guidance through Merrill Lynch products. The role requires Series 7 and 66, and bilingual Spanish proficiency.

You will maintain and deepen client relationships, identify opportunities, and partner with internal teams to tailor solutions. Strong communication and financial market knowledge are essential, with a 40-hour workweek in the

Qualifications

• Series 7 & 66 required (or the equivalent 63 & 65).
• Minimum of 1-2 years financial advisory or investment sales experience.
• Bilingual Spanish proficiency required.
• Must be flexible to work a standard shift M-F between 9am - 9pm EST.

Responsibilities

• Strengthen client relationships by anticipating needs and following through on commitments.
• Demonstrate knowledge of investments and financial markets and apply key principles to client needs.
• Adapt to client preferences using a conversational style.
• Identify client opportunities and engage key partners as needed.

Skills

Series 7 & 66

Financial advisory

Bilingual Spanish

Customer service

Education

Bachelor's degree (strongly preferred)

Job description

Bank of America is seeking a Financial Solutions Advisor to serve mass affluent clients by phone, delivering holistic investment, savings and liability management guidance through Merrill Lynch products. The role requires Series 7 and 66, and bilingual Spanish proficiency.

You will maintain and deepen client relationships, identify opportunities, and partner with internal teams to tailor solutions. Strong communication and financial market knowledge are essential, with a 40-hour workweek in the