Financial Solutions Advisor - South Miami Dade Market - Bilingual Spanish Required

Bank of America

Doral, US
Financial planning and advice
Brokerage product recommendations
Client needs assessment
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage product recommendations
  • Client needs assessment
  • Bilingual Spanish required
  • Risk mitigation in daily activities

Nice-to-have

  • Client relationship building
  • Goal achievement and prioritization
  • Adaptability to new information
  • Effective time management

Key Requirements

  • Series 7 and 66 licenses
  • Minimum 1 year investments industry experience
  • Minimum 1 year financial service/sales experience
  • High School Diploma / GED / Secondary School

Work Rights

Not specified

Tailored Resume

Cover Letter