Bank of America · 3 hours ago
Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
United States
Full-time
Remote
Entry Level
1+ years expBank of America is seeking Financial Solutions Advisors (FSAs) who are phone-based licensed advisors providing clients with holistic financial advice. This role involves maintaining client relationships and offering investment, savings, and liability management solutions while collaborating with internal teams to enhance client experiences.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments
Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
Adapt to client preferences using a conversational style
Understand and proactively identify leading indicators of client attrition and mitigate
Align Merrill Lynch products and services where appropriate
Consistently identify client opportunities and engage key partners as needed
Ability to grasp and apply complex technical material quickly
Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch
Qualification
Required
Series 7 & 66 is required (or the equivalent 63 & 65)
Minimum of 1-2 years financial advisory or investment sales experience
Passion for excellence and willingness to work to exceed client expectations
Strong computer skills with an ability to multitask in a fast paced environment
1-2 years relevant work experience
Bilingual Spanish Proficiency required
Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est
Preferred
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
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-02-04
2026-02-03
Company data provided by crunchbase