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- Tasks: Help clients achieve financial goals through tailored advice and solutions.
- Company: Join Bank of America, a leader in financial services committed to responsible growth.
- Benefits: Enjoy a diverse workplace, opportunities for growth, and wellness support.
- Why this job: Make a real impact while building your career in a supportive environment.
- Qualifications: Must hold Series 7 & 66 licenses and have experience in finance or sales.
- Other info: Bilingual Spanish preferred; remote work options may be available.
The predicted salary is between 36000 - 60000 £ per year.
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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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Financial Solutions Advisor - Utah South Market - Bilingual, Spanish Preferred employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Solutions Advisor - Utah South Market - Bilingual, Spanish Preferred
✨Tip Number 1
Make sure to highlight your bilingual skills, especially in Spanish, during networking opportunities. Engage with professionals in the financial services industry who value diversity and inclusion, as this aligns with Bank of America's core values.
✨Tip Number 2
Familiarise yourself with the latest trends in financial products and services. Attend webinars or workshops that focus on investment strategies and client management to demonstrate your commitment to continuous learning.
✨Tip Number 3
Network with current employees at Bank of America through platforms like LinkedIn. Ask them about their experiences and any tips they might have for standing out in the application process.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to financial advising and client relationship management. Use role-playing scenarios to build confidence in discussing financial solutions with clients.
We think you need these skills to ace Financial Solutions Advisor - Utah South Market - Bilingual, Spanish Preferred
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly any roles that involved client interaction or investment products. Emphasise your bilingual skills, especially in Spanish, as this is preferred for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve their financial goals. Mention specific experiences where you successfully built financial plans or provided tailored advice, and explain how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: Clearly list your Series 7 & 66 (or equivalent) licenses in your application. If you are missing the 66, mention your willingness to obtain it within the specified timeframe, as this shows your commitment to the role.
Showcase Communication Skills: Since effective communication is key in this role, provide examples in your application of how you've successfully engaged with clients in the past. Highlight any experiences where you had to explain complex financial concepts in an understandable way.
How to prepare for a job interview at Bank of America
✨Showcase Your Bilingual Skills
Since the role prefers Spanish proficiency, be prepared to demonstrate your language skills during the interview. You might be asked to switch between English and Spanish, so practice common financial terms in both languages to show your fluency.
✨Understand Financial Products
Familiarise yourself with various financial products such as stocks, bonds, and mutual funds. Be ready to discuss how these products can help clients achieve their financial goals, as this will showcase your expertise and understanding of the industry.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions where you may need to demonstrate how you would handle client interactions or financial planning. Think of examples from your past experience that highlight your problem-solving skills and ability to build relationships with clients.
✨Research Bank of America's Values
Bank of America places a strong emphasis on diversity, inclusion, and community impact. Research their values and think about how your personal values align with theirs. Be ready to discuss how you can contribute to their mission of making financial lives better.
