Full-Time

Financial Solutions Advisor

Bilingual Spanish

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Junior

Jacksonville, FL, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
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
  • 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 the 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.
Desired 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

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company has a significant presence in the U.S., serving around 56 million consumer and small business accounts. Bank of America stands out from its competitors by being a leader in wealth management and corporate investment banking, which allows them to cater to a diverse clientele. The goal of Bank of America is to help their customers achieve their financial goals through comprehensive financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Focus on digital banking enhances customer experience and operational efficiency.
  • Expansion in wealth management aligns with global trends in personalized services.
  • Partnerships in blockchain solutions offer faster, secure transactions.

What critics are saying

  • Increased competition in credit facilities may impact market share.
  • Large corporations raising capital through share sales could affect liquidity management.
  • Syndicated loan platforms may disrupt traditional lending models.

What makes Bank of America unique

  • Bank of America is a leader in corporate and investment banking globally.
  • The bank is a key player in sustainable finance and green bonds.
  • It heavily invests in AI for risk management and fraud detection.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget