Financial Solutions Advisor – Bi-Lingual Spanish Required
Bank of America
full-time
Posted on:
Location Type: Office
Location: Hampton Bays • New York • United States
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Salary
💰 $65,000 - $80,000 per year
Job Level
About the role
- Provide comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals and navigates complexity
- Is thorough and thoughtful in incorporating relevant regulatory due diligence
- Bi-Lingual Spanish Required
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningrisk managementbrokerage productsclient lead triaginginvestment goals review
Soft skills
goal settingrelationship buildingcollaborationeffective communicationcomplexity navigationthoroughnessthoughtfulness
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license