Experience Inc. Jobs

Financial Solutions Advisor - Bilingual Spanish (Series 7 required)

Chandler, Arizona;Hunt Valley, Maryland

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 ident ifying 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: " MUST " have these skills to be minimally qualified.

• 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.

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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.