Bilingual Financial Solutions Advisor (Spanish)

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

Job summary

Bank of America in the United States seeks a Financial Advisor to provide comprehensive guidance and tailored solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs, meet with clients to review goals, build financial plans, and recommend brokerage products.

The role requires licenses and active ongoing training, with SAFE Act registration considerations.

Qualifications

• Holds FINRA licenses (Series 7 & 66) or equivalent (63/65 in lieu of 66).
• 1+ year experience in investments or financial services sales.
• Fluent in Spanish and English to serve a diverse client base.

Responsibilities

• Build financial plans incorporating brokerage products (stocks, bonds, mutual funds, annuities, etc.).
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and refers to internal partners as needed.
• Mitigate and manage risk as part of daily activities.
• Identify and engage potential new clients through referrals or branch clientele.
• Provide coaching to referral partners based on client needs.

Skills

Client relationship management

Communication

Sales oriented

Time management

Bilingual Spanish

Education

FINRA licenses: Series 7 & 66

Job description

Bank of America in the United States seeks a Financial Advisor to provide comprehensive guidance and tailored solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs, meet with clients to review goals, build financial plans, and recommend brokerage products.

The role requires licenses and active ongoing training, with SAFE Act registration considerations.