Bank of America
Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)
Chandler +1 · Full-time · Posted Oct 27, 2026
- Location
- Chandler
Jacksonville - Experience
- Minimum 1–2 years of financial advisory or investment sales experience; also states 1–2 years of relevant work experience.
About the job
Provides phone-based financial advice and day-to-day service to existing clients, recommending investment, savings, and liability-management solutions and strengthening client relationships.
What you'll do
- Assess clients’ investment needs and provide financial advice using wealth management tools.
- Identify client opportunities and attrition risks, and coordinate with internal partners as appropriate.
- Set client expectations and provide follow-through and service to maintain and deepen relationships.
What they ask for
- Series 7 and 66 licenses, or equivalent Series 63 and 65.
- Bilingual Spanish proficiency.
- Strong computer skills and ability to multitask in a fast-paced environment.
- Flexibility to work Monday–Friday between 9 a.m. and 9 p.m. ET.
Nice to have
- Bachelor’s degree strongly preferred.
- Financial services industry experience; sales-goal track record.
Model-written summary · the original posting is authoritative