Financial Solutions Advisor Registration Candidate- West Charlotte Market, (bi-lingual Spanish Required)

Bank of America

West Charlotte, North Carolina, United States
Not specified; not specified; not specified
In-office with specific attendance requirements, monday - friday with rotating saturdays.
Bi-lingual spanish language skills required
Safe act registration compliance mandatory
Client relationship cultivation experience
Bank of America is seeking a bi-lingual Spanish Financial Solutions Advisor Registration Candidate for their West Charlotte market. The role involves providing tailored financial advice to clients, meeting their investment goals, and requires participation in licensing and registration processes

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through Bank of America's commitment to Responsible Growth.
  • Employees must be prepared to obtain required industry licenses and maintain SAFE Act registration to handle residential mortgage loan originations.
  • The position requires working with clients to plan short and long-term financial goals using brokerage products such as stocks, bonds, and mutual funds.

Matching Summary

Match Score: 85

Bank of America is seeking a bi-lingual Spanish Financial Solutions Advisor Registration Candidate for their West Charlotte market. The role involves providing tailored financial advice to clients, meeting their investment goals, and requires participation in licensing and registration processes.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Bi-lingual Spanish language skills required
  • SAFE Act registration compliance mandatory
  • Client relationship cultivation experience
  • Self-disciplined time management capability
  • Results-driven mindset in fast-paced environment

Nice-to-have

  • Strong peer collaboration and communication
  • Experience with brokerage products like stocks
  • Adaptability to new technology applications
  • Effective risk mitigation strategies
  • Prospecting and referral identification skills

Key Requirements

  • Bi-lingual Spanish proficiency
  • SAFE Act registration eligibility
  • High School Diploma or GED
  • Aptitude for obtaining FINRA licenses
  • One year financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter