Financial Solutions Advisor, Bilingual Spanish
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Huntington • New York • United States
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Salary
💰 $70,000 - $80,000 per year
Job Level
About the role
- Provide comprehensive advice and customized solutions to clients
- Build a financial plan and recommend brokerage products
- Triage client requests and make referrals to appropriate service providers
- Mitigate and control risk as part of daily activities
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 working in financial services and/or sales environment
- Build and nurture strong relationships
- Efficiently manage your time and capacity
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to make a genuine impact
- Contribute to the sustainable growth of our business and communities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client relationship managementtime managementrisk mitigationproblem-solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license