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

Bank of America

West Charlotte, North Carolina, USA
Bilingual spanish speaker required
Client relationship cultivation
Financial planning and goal setting
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

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, and meeting with clients to review financial and investment goals and recommend products.
  • Bank of America 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

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Bilingual Spanish Speaker Required
  • Client Relationship Cultivation
  • Financial Planning and Goal Setting
  • Risk Mitigation and Control
  • Results-Driven Mindset

Nice-to-have

  • Client Experience Branding
  • Executive Presence
  • Collaboration and Peer Relationships
  • Adaptability to New Technology

Key Requirements

  • Must obtain required industry licenses
  • SAFE Act registration requirements
  • Minimum High School Diploma / GED
  • 40 Hours Per Week

Work Rights

Not specified

Tailored Resume

Cover Letter