Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)

Bank of America - Jacksonville, FL

Hiring: Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required) Company: Bank of America Location: Jacksonville, FL Job Posted Time: 2026-09-03 11:35:21 Target Skills & Keywords : Series 7, Wealth Management About the job Experience: •Strong understanding and ability to communicate the suite of Merrill Lynch products and services •1st shift (United States of America) Required Skills: •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 •Demonstrated capacity 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 Qualifications: •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 •Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est. •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 •Demonstrated capacity to effectively manage workload Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!