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Financial Solutions Advisor - Utah South Market - Bilingual, Spanish Preferred, Highland Council
Client: Bank of America
Location: Highland Council, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: 717b82278e51
Job Views: 6
Posted: 12.08.2025
Expiry Date: 26.09.2025
Job Description:
Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Work with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management solutions.
* Recommend banking and investment strategies that align with client financial goals and needs.
* Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
* Mitigate and control risk as part of daily activities.
* Identify and engage potential new clients through referrals or financial center clientele.
* Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Required Qualifications:
* Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If missing the 66, an offer can be extended with the condition of passing within 60 days.
* At least one year experience in the investments industry, including investment training and knowledge of investment products and services.
* At least one year experience in the financial services industry or a sales environment with goal achievement.
* Ability to set and accomplish goals, build relationships, and collaborate effectively.
* Effective communication skills and confidence in engaging clients.
* Ability to manage goals, navigate complexity, prioritize tasks, and work in a fast-paced environment.
* Willingness to learn, adapt, and seek client solutions.
* Efficient time and capacity management.
* Thoroughness in regulatory due diligence and long-term client strategies.
Desired Qualifications:
* Spanish proficiency, written and spoken.
* Strong computer skills for multitasking in demanding environments.
* Three or more years’ experience in financial services or sales with goal achievement.
* Additional professional designations like CFP or CRPC.
* Insurance licenses obtained.
Skills:
* Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures, and Guidelines, Client Management, Causation Analysis, Written Communications.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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