Spanish-speaking Financial Solutions Advisor

Bank of America; South Jordan (UT); On-site; USD 55,000 - 95,000; Full time

Job summary

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

You will also pursue required licenses and training as part of ongoing professional development. Role involves potential residential mortgage activities under SAFE Act, with training and compliance requirements.

Qualifications

• Minimum education: High School Diploma or equivalent.
• Series 7 and 66 licenses (or 63 and 65 as substitute).
• 1+ year in investments or financial services sales with goal attainment.

Responsibilities

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

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

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

You will also pursue required licenses and training as part of ongoing professional development. Role involves potential residential mortgage activities under SAFE Act, with training and compliance requirements.