Spanish-Speaking Financial Solutions Advisor

Bank of America; Miami (FL); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America in Miami seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals with brokerage products such as stocks, bonds, and mutual funds, while aligning with regulatory requirements. You will triage client leads, refer to internal partners, build financial plans, and collaborate across teams.

Candidates should have Series 7 and 66 licenses (63/65 acceptable), 1+ year in investments or financial services, and a

Qualifications

• Current holds Series 7 & 66 licenses (63/65 in lieu) and must obtain missing within 60 days.
• At least 1 year experience in investments and financial services or a sales environment with targets.
• Strong relationship-building and communication skills.
• Ability to set and achieve goals; thrive in a fast-paced environment.
• Willingness to learn and adhere to regulatory due diligence.

Responsibilities

• Triages client leads and refers to internal partners based on needs and asset thresholds.
• Meets with clients to review financial and investment goals and builds a financial plan.
• Recommends brokerage products and banking/investment strategies aligned with client goals.
• Applies licenses and training to meet SAFE Act registration requirements.
• Mitigates and manages risk as part of daily activities.

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

CFP designation

CRPC designation

Insurance licenses

FINRA Series 7 & 66 Licenses

Tools

FINRA Series 7 & 66 Licenses

Insurance Licenses

Job description

Bank of America in Miami seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals with brokerage products such as stocks, bonds, and mutual funds, while aligning with regulatory requirements. You will triage client leads, refer to internal partners, build financial plans, and collaborate across teams.

Candidates should have Series 7 and 66 licenses (63/65 acceptable), 1+ year in investments or financial services, and a