Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
Based in United States
Core
Phone-based licensed financial advisor providing holistic investment, savings, and liability management solutions to U.S. clients.
Role type
Senior IC financial solutions advisor
Builds
Merrill Lynch and Bank of America product and service solutions
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Series 7 & 66 licenses, Bilingual Spanish proficiency, investment knowledge, client relationship management, sales goal achievement
Preferred skills
Bachelor's degree, financial services industry experience, team collaboration
Technologies
Merrill Edge Advisory Center platform
Responsibilities
Maintain existing client relationships via phone, identify client opportunities, align Merrill Lynch products, anticipate client needs, mitigate attrition risks, welcome new clients
Seniority
Entry-level to Mid-level, hands-on IC
