Bilingual Financial Solutions Advisor - Spanish

Bank of America; Town of Florida (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bank of America is seeking a client-focused Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. The role involves triaging leads, referring to business partners based on client needs, meeting with clients to review goals, and building financial plans using brokerage products.

Required licenses (Series 7 & 66 or 63/65) and at least 1 year in investments or financial services, with strong relationship-building and communication skills.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a client-focused Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. The role involves triaging leads, referring to business partners based on client needs, meeting with clients to review goals, and building financial plans using brokerage products.

Required licenses (Series 7 & 66 or 63/65) and at least 1 year in investments or financial services, with strong relationship-building and communication skills.