Financial Solutions Advisor - South Miami Dade Market - Bilingual In Spanish Required
Bank of America
South Miami Dade, FL, US
Client financial goal planning
Brokerage product recommendations
Risk mitigation and control
Bank of America is committed to being an inclusive workplace that supports teammates’ physical, emotional, and financial wellness while driving Responsible Growth
Job Summary
Bank of America is committed to being an inclusive workplace that supports teammates’ physical, emotional, and financial wellness while driving Responsible Growth.
This role involves working directly with clients to build financial plans, recommend investment and banking strategies, and manage client relationships effectively.
Employees in this position must complete required licenses and trainings, including SAFE Act registration for residential mortgage loan origination.
Matching Summary
Bank of America is committed to being an inclusive workplace that supports teammates’ physical, emotional, and financial wellness while driving Responsible Growth.
Skills & Requirements
Must-have
Client financial goal planning
Brokerage product recommendations
Risk mitigation and control
Client lead triage and referrals
Financial plan development
Nice-to-have
Strong computer multitasking skills
Effective collaboration
Adaptability and continuous learning
Coaching and feedback skills
Confident client communication
Key Requirements
Holds Series 7 and 66 licenses (or 63 and 65 in lieu of 66)
Minimum one year investment industry experience
Minimum one year financial services or sales experience