Hiring: Financial Solution Advisor - South Miami - Spanish Fluency Required Company: Bank of America Location: Pinecrest, FL Job Posted Time: 2026-09-10 11:35:21 Target Skills & Keywords : CFP, Risk Management, Series 7 About the job Required Skills: •Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. •Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! •Works 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 managed solutions •Recommends banking and investments 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 •Mitigates and controls risk as part of daily activities •Identifies and engages potential new clients through referrals or financial center clientele •Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Qualifications: •Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. •Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. •Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. •Sets and accomplishes goals, achieving whatever you put your mind to. •Builds and nurtures strong relationships. •Collaborates effectively with others to get things done. •Communicates effectively and confidently and is comfortable engaging all clients. •Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. •Likes to learn, adapts to new information and seeks the right solutions for clients. •Efficiently manages your time and capacity. Compensation: •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!