Financial Solutions Advisor - Boise Market - Spanish Preferred

Bank of America

Boise, Idaho, United States
Not specified; not specified; not specified
In-office with specific attendance requirements and some flexibility based on role considerations.
Series 7 & 66 licenses required
One year investments industry experience
One year financial service sales experience
Bank of America is seeking a Financial Solutions Advisor for the Boise market, with a preference for bilingual candidates in Spanish. The role involves providing personalized financial advice and solutions to clients, requiring licenses and experience in the investment and financial services industry

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations if applicable.
  • The position requires triaging client leads, building financial plans, and recommending banking and investment strategies aligned with client needs.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for the Boise market, with a preference for bilingual candidates in Spanish. The role involves providing personalized financial advice and solutions to clients, requiring licenses and experience in the investment and financial services industry.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year investments industry experience
  • One year financial service sales experience

Nice-to-have

  • Bilingual Spanish and English proficiency
  • Certified Financial Planner designation
  • Insurance licenses held

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • 1 year investments experience
  • 1 year financial service sales experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

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