Bank of America is seeking a Financial Solutions Advisor for the Eastern Long Island Market, requiring bilingual proficiency in Spanish. The role focuses on delivering customized financial solutions to clients and involves meeting specific licensing and experience requirements
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.
The company 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 for the Eastern Long Island Market, requiring bilingual proficiency in Spanish. The role focuses on delivering customized financial solutions to clients and involves meeting specific licensing and experience requirements.