Financial Solutions Advisor – Bilingual Spanish
| Company | Bank of America |
|---|---|
| Location | Chandler, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- Series 7 & 66 is required (or the equivalent 63 & 65)
- Minimum of 1-2 years financial advisory or investment sales experience
- 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.
Responsibilities
- Maintain existing U.S. client relationships by providing day to day service and advice via a phone-based platform
- Provide investment, savings, and liability management solutions
- Further deepen relationships with existing client base
- Partner closely with internal team members when appropriate
- Identify prospective clients and welcome new clients to the platform
- Set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship
- 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
Preferred Qualifications
- 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