Bank of America

Financial Solutions Advisor - Bilingual Spanish

Bank of America

Chandler, AZ, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Bank of America! We are seeking a highly motivated and customer-focused individual to join our team as a Financial Solutions Advisor - Bilingual Spanish. In this role, you will have the opportunity to provide personalized financial guidance and support to our Spanish-speaking clients, helping them achieve their financial goals. We are looking for someone who is fluent in Spanish and has a strong background in financial services or sales. If you are passionate about helping others and have a knack for building relationships, we would love to hear from you. Join our team and make a positive impact on the lives of our clients today!

  1. Provide personalized financial guidance and support to Spanish-speaking clients.
  2. Assist clients in setting and achieving their financial goals.
  3. Build strong relationships with clients by actively listening, understanding their needs, and providing appropriate solutions.
  4. Conduct financial assessments and make recommendations based on clients' financial situations.
  5. Educate clients on Bank of America's products and services, including banking, lending, and investment options.
  6. Identify opportunities to cross-sell and refer clients to other Bank of America departments.
  7. Maintain thorough knowledge of industry trends, products, and services to effectively advise clients.
  8. Meet and exceed sales targets by actively promoting and selling Bank of America's financial products and services.
  9. Ensure compliance with all company policies, procedures, and regulatory requirements.
  10. Collaborate with team members and other departments to provide exceptional customer service.
  11. Continuously develop and enhance knowledge of financial services and products through training and professional development opportunities.
  12. Act as an ambassador for the company, promoting a positive and professional image to clients.
  13. Stay up-to-date on market trends and changes in the financial industry to better serve clients.
  14. Maintain accurate and detailed client records and reports.
  15. Handle customer inquiries and concerns in a timely and efficient manner.
Where is this job?
This job is located at Chandler, AZ, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • Excellent Communication And Interpersonal Skills To Effectively Interact With Clients And Build Relationships.

  • Strong Knowledge Of Investment Products And Services

  • Fluency In Both English And Spanish Languages

  • Minimum Of 2 Years Experience In Financial Advising Or A Related Field

Required Skills
  • Budgeting

  • Financial Analysis

  • customer service

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Retirement planning

  • Estate Planning

  • Investment planning

  • Debt Management

  • Tax Strategies

  • Insurance Planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Solutions Advisor - Bilingual Spanish in Chandler, AZ, USA is between $70,000 and $90,000 per year. This may vary depending on the specific company, experience level, and other factors.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeJuly 20th, 2025
This job posting is from a verified source. 

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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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