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

Bank of America Merrill Lynch

West Charlotte, North Carolina, United States
Not specified; not specified; not specified
In-office with some flexibility based on role-specific considerations.
Bi-lingual spanish language proficiency required
Safe act registration for mortgage loans
Client financial planning and goal setting
Bank of America Merrill Lynch is seeking a bi-lingual Spanish Financial Solutions Advisor Registration Candidate in the West Charlotte Market to provide tailored financial advice and solutions to clients. The role requires strong client relationship skills, an aptitude for learning, and the ability to manage multiple tasks in a fast-paced environment

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to be eligible for residential mortgage loan originations.
  • The position requires triaging client leads, making referrals based on asset thresholds, and engaging potential new clients through referrals or financial center clientele.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a bi-lingual Spanish Financial Solutions Advisor Registration Candidate in the West Charlotte Market to provide tailored financial advice and solutions to clients. The role requires strong client relationship skills, an aptitude for learning, and the ability to manage multiple tasks in a fast-paced environment.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Bi-lingual Spanish language proficiency required
  • SAFE Act registration for mortgage loans
  • Client financial planning and goal setting
  • Brokerage product knowledge stocks bonds annuities
  • Risk mitigation and control in daily activities

Nice-to-have

  • Self-disciplined time and capacity management
  • Strong peer relationship building skills
  • Results-driven mindset in fast-paced environment
  • Ability to execute multiple tasks simultaneously
  • Adaptability to new technology applications

Key Requirements

  • Bi-lingual Spanish fluency mandatory
  • Aptitude to obtain FINRA Securities Industry Essentials license
  • High School Diploma or GED minimum education
  • Successful completion of SAFE Act background check
  • Experience cultivating client relationships and assessing needs

Work Rights

Not specified

Tailored Resume

Cover Letter