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Financial Solutions Advisor, Bilingual Spanish
Bank of America. Provide comprehensive advice and customized solutions to clients .
Posted 4/9/2026full-timeHuntington • New York • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant 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