Bilingual Financial Solutions Advisor (Spanish)

Bank of America; Jacksonville (FL); On-site; USD 55,000 - 95,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor (FSA) to serve U.S. clients via a phone-based platform. The role requires Series 7 and 66 (or 63 and 65), and fluency in Spanish, with 1–2 years of financial advisory or investment sales experience.

You will leverage Merrill Lynch products to meet investment needs while maintaining strong client relationships. Work hours are standard M-F, 9am–9pm EST, with a 40-hour week; SAFE Act registration is required.

Qualifications

• Series 7 & 66 is required (or the equivalent 63 & 65).
• 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 to meet client investment needs.
• Align Merrill Lynch products and services where appropriate.
• Proactively identify client opportunities and engage key partners as needed.
• Maintain high integrity and comply with business conduct guidelines.

Skills

Bilingual Spanish Proficiency

Strong computer skills

multitask capability

Education

Bachelor's degree strongly preferred

Job description

Bank of America is seeking a Financial Solutions Advisor (FSA) to serve U.S. clients via a phone-based platform. The role requires Series 7 and 66 (or 63 and 65), and fluency in Spanish, with 1–2 years of financial advisory or investment sales experience.

You will leverage Merrill Lynch products to meet investment needs while maintaining strong client relationships. Work hours are standard M-F, 9am–9pm EST, with a 40-hour week; SAFE Act registration is required.