Financial Solutions Advisor – Spanish Preferred

Bank of America

Financial Solutions Advisor providing comprehensive financial advice and investment solutions for clients in Cincinnati market. Requires Spanish proficiency and client relationship management skills.

Posted 6/5/2026full-timeCincinnati • Ohio • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Provide comprehensive advice and customized solutions to clients
Triaging client leads and making referrals to business partners
Meeting with clients to review financial and investment goals
Applying and expanding knowledge by completing required licenses and trainings
Identifying and engaging potential new clients

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Experience in cultivating client relationships, assessing needs and recommending solutions
Must be self-disciplined in managing time and capacity
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Spanish language proficiency

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial servicessales experienceclient relationship managementneeds assessmentsolution recommendation

Soft Skills

self-disciplinetime managementcommunicationclient engagement

Certifications

industry licenses