Phone-Based Licensed Financial Solutions Advisor

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 (FSA) in Chandler, Arizona. This phone-based licensed advisor will provide clients with holistic financial advice, addressing investment, savings, and liability management.

Key responsibilities include maintaining client relationships, providing tailored investment solutions, and identifying new clients. The ideal candidate will hold Series7 &66 licenses, possess strong computer skills, and have bilingual proficiency in Spanish.

Qualifications

• Series7 &66 (or equivalent 63 &65) are REQUIRED.
• 1–2 years of financial advisory or investment sales experience.
• Strong computer skills and ability to multitask.

Responsibilities

• Maintain and deepen existing U.S. client relationships.
• Provide investment, savings, and liability management solutions.
• Identify prospective clients and ensure a smooth transition.

Skills

Financial advisory or investment sales experience

Fluency in Spanish

Strong computer skills

Education

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor (FSA) in Chandler, Arizona. This phone-based licensed advisor will provide clients with holistic financial advice, addressing investment, savings, and liability management.

Key responsibilities include maintaining client relationships, providing tailored investment solutions, and identifying new clients. The ideal candidate will hold Series7 &66 licenses, possess strong computer skills, and have bilingual proficiency in Spanish.