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, investment, and asset management services

Fintech
Financial Services

Junior, Mid

Chandler, AZ, USA

Category
Commercial Banking
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
  • 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
  • Spanish proficiency required
  • Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est.
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

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 serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive suite of services that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through tailored solutions and expert guidance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital banking boosts Bank of America's online services.
  • Growing interest in sustainable finance aligns with Bank of America's ESG initiatives.
  • Fintech partnerships enhance customer experience and operational efficiency.

What critics are saying

  • Increased competition in credit facilities may strain Bank of America's resources.
  • Syndicated loan platforms could disrupt traditional banking models and reduce market share.
  • Tech partnerships in financial services require rapid innovation to stay competitive.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The company is a leading wealth management institution worldwide.

Help us improve and share your feedback! Did you find this helpful?