Bilingual Financial Solutions Advisor – Spanish

Bank of America

Village of Patchogue (NY)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

Bank of America in the United States seeks a Licensed Financial Advisor to provide comprehensive advice and customized solutions, helping clients reach financial goals. You will triage leads, refer to partners, meet clients to review goals, and build financial plans while completing required licenses and training.

Position requires SAFE Act registration and background checks for mortgage-related activities.

Qualifications

Requires Series 7 & 66 licenses and compliance with licensing timelines.
Minimum 1 year experience in investments or financial services.
Minimum 1 year experience in a sales environment with goals met.
Bi-Lingual Spanish required.
Strong relationship-building and communication.
Ability to triage leads and refer to internal partners.

Responsibilities

Plan clients' short and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
Recommend banking and investment strategies aligned with client goals.
Triages client requests and refers to appropriate internal service providers based on client needs and asset thresholds.
Mitigate and control risk in daily activities.
Identify potential new clients through referrals or center clientele.
Provide coaching and feedback to referral partners based on client needs and product services.