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

Bank of America

West Charlotte, US
On-site
Bi-lingual spanish required
Cultivating client relationships
Assessing client needs
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the West Charlotte market, requiring bi-lingual Spanish proficiency. The role focuses on providing tailored financial advice to clients, requiring strong client relationship skills and the ability to manage multiple tasks in a fast-paced environment

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • 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

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the West Charlotte market, requiring bi-lingual Spanish proficiency. The role focuses on providing tailored financial advice to clients, requiring strong client relationship skills and the ability to manage multiple tasks in a fast-paced environment.

Skills & Requirements

Must-have

  • Bi-lingual Spanish required
  • Cultivating client relationships
  • Assessing client needs
  • Recommending financial solutions
  • Risk mitigation and control
  • Client goal planning

Nice-to-have

  • Executive presence
  • Business acumen
  • Adaptability to new technology

Key Requirements

  • Aptitude in obtaining required licenses
  • Self-disciplined time management
  • FINRA Securities Industry Essentials (SIE) certification (desired)
  • Bachelor's degree or 1 year financial services/sales experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter