Bilingual Financial Solutions Advisor I (Spanish)

Bank of America; Charlotte (NC); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Competitive benefits

Flexible benefits

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licensing and core client interactions. You will learn to acquire, build, and manage client relationships while progressing toward Series licenses and a career in financial consulting.

You’ll start in a financial center delivering banking, investment solutions, and client care. Training and coaching support your development as you move toward Stage II roles within Bank of

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Strong communication and collaboration skills in a fast-paced environment.

Responsibilities

• Provide end-to-end client advisory and execute tailored solutions.
• Build and manage client relationships and conduct client reviews/presentations.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licensing and core client interactions. You will learn to acquire, build, and manage client relationships while progressing toward Series licenses and a career in financial consulting.

You’ll start in a financial center delivering banking, investment solutions, and client care. Training and coaching support your development as you move toward Stage II roles within Bank of