Spanish-Speaking Financial Solutions Advisor

Bank of America; Lakeland (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America seeks a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals through tailored plans and brokerage products.

Responsibilities include triaging client leads, collaborating with partners, and reviewing investment strategies while maintaining regulatory diligence and a client-centric approach in a fast-paced environment.

Qualifications

• Required: Series 7 & 66; or 63/65 with condition to pass missing 66 within 60 days.
• Desirable: CFP and/or CRPC designations; insurance licenses.

Responsibilities

• Plan clients' short- and long-term financial goals by building financial plans with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and makes referrals to internal partners based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners based on client needs and services.

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

Education

Series 7 & 66 licenses

CFP designation

CRPC designation

Insurance licenses

Job description

Bank of America seeks a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals through tailored plans and brokerage products.

Responsibilities include triaging client leads, collaborating with partners, and reviewing investment strategies while maintaining regulatory diligence and a client-centric approach in a fast-paced environment.