Spanish-Speaking Financial Solutions Advisor

Bank of America; Florida; On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America seeks a financial services professional to provide comprehensive advice and customized solutions to clients. You will triage client leads, refer to business partners, and meet with clients to review goals and build financial plans with brokerage products.

The role requires licenses (Series 7/66) with potential conditional acceptance for missing series; prior investments experience is essential. Strong relationship-building and communication skills are a must.

Qualifications

• Holds Series 7 & 66 licenses; 63/65 accepted with condition for missing series.
• At least 1 year experience in investments or financial services with product knowledge.
• Experience in a sales environment with goals met or exceeded.

Responsibilities

• Triages client needs and makes referrals to business partners based on client goals and asset thresholds.
• Builds comprehensive financial plans and recommends brokerage products (stocks, bonds, mutual funds, annuities).
• Provides coaching and feedback to referral partners based on client needs and product services.

Skills

Advisory

Account Management

Client Experience

Oral Communications

Risk Management

Causation Analysis

Education

Series 7 & 66 licenses

Insurance licenses

CFP/CRPC (desired)

Job description

Bank of America seeks a financial services professional to provide comprehensive advice and customized solutions to clients. You will triage client leads, refer to business partners, and meet with clients to review goals and build financial plans with brokerage products.

The role requires licenses (Series 7/66) with potential conditional acceptance for missing series; prior investments experience is essential. Strong relationship-building and communication skills are a must.