Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
Bank of America ATM
Job Description: Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The Merrill Edge Advisory Center (MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs. As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationships with our existing client base and partnering closely with internal team members when appropriate. The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will 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 Required Skills: 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. Desired Skills: 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 Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America
- A leading financial institution is seeking a Financial Solutions Advisor in Jacksonville, Florida. This phone-based role requires excellence in client service... ...Candidates must possess Series 7 and 66 licenses along... ...experience. Bilingual (Spanish) proficiency is required...BilingualSpanish language skillsFlexible hours
- ...common purpose to help make financial lives better through the... ...office culture with specific requirements for office-based... ...Participant Services Financial Solutions Advisors (FSA) engage participants... ...Required Qualifications Series 7, and 66 or equivalent (if not currently...SuggestedTemporary workWork at officeShift workDay shift
- ...commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long‑term career... ...put our clients first to meet their evolving needs. Required Skills Series 7, and 66 or equivalent (if not currently held, Series 66...SuggestedShift workDay shift
- ...common purpose to help make financial lives better through the... ...office culture with specific requirements for office-based... ...with the client, Financial Solutions Advisors can engage clients in goals... ...Required Qualifications: Series 7, and 66 or equivalent (if not currently...SuggestedTemporary workWork experience placementWork at officeShift workDay shift
- ...common purpose to help make financial lives better through the... ...culture with specific requirements for office-based attendance... ...us! Stage I - Financial Solutions Advisor As a Financial Solutions... ...Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...to contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will be based... ...laws, regulations, policies and guidelines. Requirements and Qualifications Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...common purpose to help make financial lives better through the... ...office culture with specific requirements for office-based... ...clients’ needs and find proper solutions to meet those needs by referring... ...Essentials (SIE) and Series 7 and Series 66. • Wants to establish a...TraineeshipWork at officeShift workDay shift
- ...Are At Corebridge Financial, we believe action... ...moments through the solutions and services we provide... ...territory may be required for new plan enrollments... ...Degree preferred Series 7, Series 66 preferred and... ...presentation skills Bilingual Spanish/English skills a plus...BilingualSpanish language skillsLocal areaImmediate startRelocation
- ...so, MultiPro Property Solutions wants you on our team... ...forecasts, set financial targets, and ensure the... ...Industry Knowledge:** 5-7 years in construction... ...profitability.* **Bilingual:** English/Spanish strongly preferred.*... ...** Bachelor’s degree required; Master’s degree preferred...BilingualSpanish language skillsFor contractorsWork at officeFlexible hours
$23.75 per hour
...Customer Solutions Representative Are you experienced in customer... ...in helping customers reach financial well-being? As a Customer... ...incoming calls to meet required performance standards and metrics... ...or GED equivalent ~ Bilingual (Spanish/English) skill are required...BilingualSpanish language skillsFull timeTemporary workPart timeWork experience placementRelocation packageMonday to FridayFlexible hours1 day per week- Prudential Advisors is looking for an Experienced Financial Advisor in the North Florida market... ...for financial solutions. At Prudential, our advising... ...products sales requirements Compensation that is... ...conversation today. Series 7 and 66 (or 63/65) Insurance...Worldwide
- The Certified Financial Advisor is responsible for delivering comprehensive... ...policies, regulatory requirements, and fiduciary... ...insurance) to deliver integrated solutions Required Qualifications... ...complex client profiles Series 7 and Series 66 (or 65) licenses, or ability...
- A leading financial institution in Jacksonville, Florida is seeking a Financial Solutions Advisor to help clients achieve their financial goals. The role involves building... ...strategies. Candidates should possess Series 7 and 66 qualifications, with excellent computer...
- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management... ...them of circumstances that require supervisory attention/review... ...referrals Deliver customized solutions and the full resources of... ...Required Skills FINRA Series 7 & 66 (63 & 65 accepted, in lieu...
- Prudential Advisors is seeking an Experienced Financial Advisor to support and grow our established... ...offer a wide range of solutions including: Stocks,... ...no proprietary product requirements ⭐ 100% benefitable... ...What We’re Looking For ✔️ Series 7 and 66 (or 63/65) required ✔...
$50k
...team business model. One financial advisor and one branch office administrator... ...you to deliver tailored solutions to meet your clients'... ...procedures, regulatory requirements, and ethical guidelines.... ...qualifications: Series 7 and Series 66 required Experience in...Work at officeWork from homeHome officeFlexible hours- ...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...culture with specific requirements for office‑based attendance... ...executing highly customized solutions to meet client needs Recommending... ...Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...R216855 Job Profile As a Financial Advisor within PNC Wealth Management... ...you in creating personalized solutions on behalf of you and your... ...experience, education, and required certifications/licensures needed... ...(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life...Full timeTemporary workPart timeWork experience placementWork at office
- ...organized and process-driven bilingual (Spanish) Office Operations Manager... ...the company’s administrative, financial coordination, and human... ...administrative and operational solutions Lead coordination and... ...Paid-Time-Off: 15 days + Up to 7 days (Christmas/ New year...BilingualSpanish language skillsContract workWork at officeLocal area
- ...approach to create flexible financing solutions that help people move forward. We're... ...3-4 years of outside B2B selling or 7+ years of experience in outside B2B... ...face-to-face, writing and phone skills* Bilingual English/Spanish Required**Why Join Us:*** Generous paid time...BilingualSpanish language skillsTemporary workFlexible hours
$15 per hour
...Minimum Eligibility Requirements: ~ High School diploma... ...is a plus. ~ Bilingual in Spanish or the most dominant... ...Promote PRO Credit Solutions such as Commercial Business... ...Monday - Friday 7:00 AM - 8:00 PM Saturday... ...help you reach your financial goals: 401k with...BilingualSpanish language skillsHourly payFor contractorsLocal areaMonday to Friday$58.44k - $93.5k
...This position will provide personal financial services at assigned military installations... .... Qualifications Bachelor\'s degree required. May consider applicants with an... ...required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably...BilingualSpanish language skillsContract workTemporary workWork at office- ...Support internal and external audits with required documentation and analysis. Evaluate... ...compliance, and efficiency. Provide bilingual (Spanish/English) payroll support to employees... ...growth as systems and infrastructure evolve. #J-18808-Ljbffr Nmble Hiring SolutionsBilingualSpanish language skillsLocal area
- ...will respond to inquiries, provide tailored solutions, and sell banking products. A commitment... ...essential. Additionally, proficiency in Spanish is required to effectively engage with a diverse clientele. Join us in making financial lives better through genuine connections....BilingualSpanish language skills
- ...improve payroll processes. Ideal candidates have 5+ years of payroll experience, proficiency in ADP Workforce Now, and bilingual skills in Spanish and English. This position offers substantial opportunities for professional growth. #J-18808-Ljbffr Nmble Hiring SolutionsBilingualSpanish language skills
$30 per hour
...strategic, business-oriented marketing solutions for leading brands via sport and entertainment... ...York City, we have 1,600 employees and 7,000 Brand Ambassadors operating in 32... ...proficiency, both written & verbal (Bilingual, Spanish/English candidates encouraged to apply)...BilingualSpanish language skillsHourly payLocal areaAfternoon shift- ...in Jacksonville is seeking a results-driven bilingual sales professional passionate about innovative advertising solutions. You'll identify business opportunities, build... ...ideal candidate is bilingual in English and Spanish, with proven sales experience and excellent communication...BilingualSpanish language skillsFlexible hours
- ...service. You will exceed monthly sales goals and handle a diverse portfolio of wireless products and services as well as entertainment solutions. The position offers competitive pay, commission opportunities, and great benefits including medical and dental options. Join our...BilingualSpanish language skills
- ...technical service/support duties that may require practical or specialized knowledge. 2.... ...register and verify insurance eligibility. 7. Exercises independent judgment on basic... ...cycle goals by minimizing potential financial risk through accurate patient insurance and...BilingualSpanish language skills
- ...will have a high school diploma and at least one year of relevant experience. Bilingual proficiency in English and Spanish is preferred. The company offers competitive compensation, benefits, and opportunities for career growth. #J-18808-Ljbffr AMH Internet Solutions, Inc.BilingualSpanish language skills
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required). Be the first to apply!
- entry level financial advisor Jacksonville, FL
- jde finance consultant Jacksonville, FL
- financial advisor Jacksonville, FL
- financial planner cfp Jacksonville, FL
- financial planner Jacksonville, FL
- senior financial advisor Jacksonville, FL
- financial planning assistant Jacksonville, FL
- financial advisor associate Jacksonville, FL
- financial counselor Jacksonville, FL
- financial planning associate Jacksonville, FL

