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

Bank of America (GHR)

West Charlotte, NC, United States
Not specified; not specified; not specified
Bi-lingual spanish language proficiency
Safe act registration compliance
Client financial planning and goal setting
The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.
  • Employees must be prepared to obtain required industry licenses and complete SAFE Act registration for residential mortgage loan originations.
  • The position requires triaging client leads, making referrals based on asset thresholds, and mitigating risk while engaging potential new clients.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Bi-lingual Spanish language proficiency
  • SAFE Act registration compliance
  • Client financial planning and goal setting
  • Investment product knowledge and recommendations
  • Self-disciplined time and capacity management

Nice-to-have

  • FINRA Securities Industry Essentials (SIE) license
  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Strong peer collaboration and communication skills
  • Results-driven mindset in fast-paced environment

Key Requirements

  • Bi-lingual Spanish required
  • SAFE Act registration and background check
  • High School Diploma / GED minimum education
  • Aptitude for obtaining FINRA licenses
  • Willingness to work rotating Saturdays

Work Rights

Not specified

Tailored Resume

Cover Letter