Bilingual Financial Planning & Investment Advisor

Bank of America; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring a financial advisor to provide comprehensive advice and customized solutions, helping clients reach financial goals. The role involves triaging leads, making referrals to partners, and reviewing goals with clients while meeting regulatory requirements.

Qualifications include industry licensing, time management, and bilingual English/Spanish proficiency. A FINRA SIE and a Bachelor’s degree or higher are preferred.

Qualifications

• Licensing and registrations required to advise clients and sell financial products.
• Ability to build and maintain client relationships and understand client needs.
• Experience with financial planning concepts and investment products.

Responsibilities

• Triages client leads and refers to business partners based on client needs.
• Meets with clients to review financial goals and recommend products.
• Supports compliance with SAFE Act and regulatory requirements.

Skills

Client relationship management

Financial planning

Risk management

Bilingual English/Spanish

Education

High School Diploma / GED

Bachelor's degree or higher

FINRA SIE

Job description

Bank of America is hiring a financial advisor to provide comprehensive advice and customized solutions, helping clients reach financial goals. The role involves triaging leads, making referrals to partners, and reviewing goals with clients while meeting regulatory requirements.

Qualifications include industry licensing, time management, and bilingual English/Spanish proficiency. A FINRA SIE and a Bachelor’s degree or higher are preferred.