Financial Solutions Advisor - South Miami Dade Market - Bilingual In Spanish Required
Bank of America
Doral, US
Series 7 and 66 licenses
Financial plan development
Client goal achievement
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
Series 7 and 66 licenses
Financial plan development
Client goal achievement
Brokerage product recommendation
Bilingual in Spanish required
Nice-to-have
Client relationship building
Adaptability to new information
Effective time management
Regulatory due diligence incorporation
Key Requirements
Series 7 and 66 licenses
Minimum one year investments industry experience
Minimum one year financial service/sales experience
High School Diploma / GED / Secondary School or equivalent