Bank of America

Financial Solutions Advisor - Bilingual Spanish

Bank of America

Jacksonville, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about helping individuals achieve their financial goals? Do you have a strong understanding of financial services and products? Bank of America is seeking a Bilingual Spanish Financial Solutions Advisor to join our team. In this role, you will have the opportunity to utilize your bilingual skills and financial expertise to provide personalized advice and guidance to our diverse clientele. We are looking for a driven and customer-focused individual who is eager to make a positive impact on the financial well-being of our clients. If you possess strong communication skills in both English and Spanish and have a background in finance, we encourage you to apply for this exciting opportunity.

  1. Provide personalized financial advice and guidance to clients in both English and Spanish.
  2. Utilize strong understanding of financial services and products to educate and inform clients.
  3. Assist clients in setting and achieving their financial goals.
  4. Build and maintain relationships with clients to ensure long-term satisfaction.
  5. Stay up-to-date on industry trends and changes in financial services.
  6. Conduct financial reviews for clients to identify areas for improvement.
  7. Collaborate with other team members to develop and implement strategies for client retention and growth.
  8. Maintain accurate and organized client records and documentation.
  9. Communicate complex financial concepts in a clear and understandable manner.
  10. Adhere to all regulatory and compliance guidelines.
  11. Continuously seek opportunities to enhance the client experience.
  12. Act as a brand ambassador for Bank of America and uphold its values and reputation.
  13. Meet or exceed performance metrics, including sales goals and customer satisfaction.
  14. Continuously develop and improve knowledge and skills related to financial services and products.
  15. Provide excellent customer service and resolve any client concerns or issues in a timely manner.
Where is this job?
This job is located at Jacksonville, FL, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Excellent Customer Service Skills And Ability To Build And Maintain Relationships With Clients.

  • Fluency In Spanish And English Languages To Effectively Communicate With Spanish-Speaking Clients.

  • Strong Knowledge Of Financial Products And Services, Including Banking, Investments, And Insurance.

  • Relevant Experience In The Financial Industry, Such As Previous Work As A Financial Advisor Or In A Banking Or Investment Role.

Required Skills
  • Budgeting

  • Financial Planning

  • customer service

  • Investment Management

  • Risk assessment

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Insurance Solutions

  • Retirement planning

  • Debt Management

  • Tax Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Solutions Advisor - Bilingual Spanish in Jacksonville, FL, USA is between $50,000 and $80,000 per year. However, factors such as experience, education, and specific job responsibilities may affect the actual salary for this position.

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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