Financial Solutions Advisor – Boise Market – Spanish Preferred

Idaho Hispanic Foundation, Inc.; Nampa (ID); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in Boise Market seeks a Financial Solutions Advisor (Spanish Preferred) to provide tailored financial advice and brokerage solutions. You will triage client leads, refer to partners, and build financial plans aligning with client goals and asset levels.

The role requires Series 7 and 66 licenses (63/65 acceptable), plus a track record in investments or financial services and strong client relationships. In-office culture with role-specific flexibilities is emphasized.

Qualifications

• Holder of Series 7 and 66 licenses, or 63/65 in lieu.
• Minimum 1 year experience in investments and financial services.
• Experience in sales environment with goals met.
• Strong relationship-building and communication skills.

Responsibilities

• Plan client financial goals using brokerage products.
• Recommend banking and investment strategies.
• Triages client requests and referrals to internal partners.
• Mitigate and control risk in daily activities.
• Develop new clients through referrals or center clientele.
• Provide coaching to referral partners.

Skills

Series 7 & 66 licenses

Investment products knowledge

Client relationship skills

Spanish bilingual

Education

High School Diploma or equivalent

Job description

Financial Solutions Advisor – Boise Market – Spanish Preferred

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Job Description

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

• 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

Schedule – Monday thru Friday, with rotating Saturdays

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

922, 12th Avenue Road, Nampa, Canyon County, Idaho, 83686, United States

Required 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.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for

Desired Qualifications

• Bilingual Proficiency – Spanish/English
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.