This position involves providing holistic financial advice to mass affluent clients via a phone-based platform
Job Summary
This position involves providing holistic financial advice to mass affluent clients via a phone-based platform.
The Financial Solutions Advisor must identify investment, savings, and liability management solutions aligned with Merrill Lynch and Bank of America products.
Candidates are expected to maintain existing client relationships while identifying opportunities for new client acquisition.
Matching Summary
This position involves providing holistic financial advice to mass affluent clients via a phone-based platform.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 and Series 66 license required
Bilingual Spanish proficiency required
Phone-based client advisory role
Nice-to-have
Sales goal achievement track record
Team oriented collaborative environment
Strong interpersonal and resiliency skills
Key Requirements
Series 7 and 66 licenses (or equivalent 63 & 65)
1-2 years financial advisory or investment sales experience