Bilingual Financial Planning & Investment Advisor

Bank of America Corporation; New York (NY); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Competitive benefits

Paid time off

Job summary

Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and tailored solutions to clients, supporting their financial goals through brokerage products and banking services. The role involves licensing requirements, client triage, and referrals to appropriate partners.

Responsibilities include building financial plans, recommending strategies, and expanding the client base while managing risk in a fast-paced environment.

Qualifications

• Licenses required and licensing process for financial products.
• Strong time management and capacity discipline.
• Experience building client relationships and assessing needs.
• Proven ability to create strong peer relationships through communication.
• Ability to manage multiple tasks in a fast-paced environment.
• Bi-lingual Spanish.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies to meet goals.
• Triages client requests and refers to internal providers based on needs and asset thresholds.
• Mitigate and control risk in daily activities.
• Identify and engage new clients through referrals or existing clients.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

FINRA SIE Bachelor’s degree or related financial services experience

Job description

Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and tailored solutions to clients, supporting their financial goals through brokerage products and banking services. The role involves licensing requirements, client triage, and referrals to appropriate partners.

Responsibilities include building financial plans, recommending strategies, and expanding the client base while managing risk in a fast-paced environment.