Skip to main content

About the role

Bank of America is seeking a Financial Solutions Advisor to serve mass affluent clients by phone, delivering holistic investment, savings and liability management guidance through Merrill Lynch products. The role requires Series 7 and 66, and bilingual Spanish proficiency. You will maintain and deepen client relationships, identify opportunities, and partner with internal teams to tailor solutions. Strong communication and financial market knowledge are essential, with a 40-hour workweek in the

Matching similar jobs

JOB OVERVIEW

Experience level

Senior

Location

Chandler, AZ

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE (opens in a new tab)