Bilingual Financial Solutions Advisor
Bank of America Financial Center
Bank of America in Chandler, AZ is seeking a client advisory professional focused on helping customers reach financial goals. The role balances service requests with sales opportunities and provides subject‑matter expertise on the bank's solutions in a collaborative, in‑office environment. You will ask open questions to understand life and financial objectives, propose appropriate products (checking, savings, CDs, IRAs, loans), and partner with specialists to fulfill needs, while maintaining #J-18808-Ljbffr Bank of America
- Bank of America is seeking a Financial Solutions Advisor to serve mass affluent clients by phone, delivering holistic investment, savings and liability... ...Lynch products. The role requires Series 7 and 66, and bilingual Spanish proficiency. You will maintain and deepen client...Bilingual
- Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with... ...fast paced environment 1-2 years relevant work experience Bilingual Spanish Proficiency required Must be flexible to work a...BilingualWork experience placementImmediate startFlexible hoursShift workDay shift
- ...Financial Solutions AdvisorAt Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country... ...are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a...SuggestedShift workDay shift
- Bank of America is hiring a Financial Solutions Advisor Stage I to build and manage client relationships, obtain required securities licenses, and deliver core banking and investment solutions. The role advances through Stage II as you grow the client portfolio and expertise...SuggestedWork at office
- ...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...relationships, provide tailored solutions and help clients navigate... ...field or equivalent experience Bilingual Spanish language skills...BilingualTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... .... Join us! Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide...Temporary workWork at officeShift workDay shift
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayShift workDay shift
$91.1k - $151.8k
...Deloitte Finance Transformation team practices to help chief financial officers, controllers, and finance teams define and execute their... ...and strategies. You will work with leading-class teams and solutions, helping clients navigate challenging environments, market uncertainty...Work at officeLocal areaRelocationNight shift- ...process and life cycle, presenting tailored solutions based on customer needs Manage the life... ...or Customer Service experience Bilingual - Spanish Location: On site The schedule... ..., prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime...BilingualFull timeTraineeshipLocal areaMonday to Friday
- ...relationships with customers to help identify financial products and services that meet their... ...and concerns and create positive solutions Support other employees as needed... ...knowledge of bank services and products. Bilingual (fluent verbal and written Spanish) skills...BilingualBank staffLocal areaMonday to FridayShift workWeekend work
- ...a Day & Zimmermann company, is seeking a Specialized Finance Solutions Delivery Consultant for a direct hire role with hybrid work options... ...The role focuses on supporting accounting operations, monthly financial reporting, and compliance activities, requiring a Bachelor’s...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...& Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary...Full timeContract workFor contractorsWork at office$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where... ...program?Delivering personalized investment and financial solutions to your clients?Taking ownership of your business's growth and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can... ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern Mutual's proprietary...For contractorsWork at office- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies... ...to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your...Full timeContract workFor contractorsWork at officeRemote work
- ...credit card acceptance process, leveraging Chase’s products and solutions to grow client businesses. Ideal candidates have at least 2... ...excellent organizational skills, and comfort with Microsoft Office. Bilingual Spanish/English or Mandarin/English is a plus. #J-18808-...BilingualWork at office
$100k - $120k
...retirement with $1M–$5M+ in net worth. We aren’t traditional corporate advisors hiding behind wirehouse bureaucracy. We take a "streetwear"... ...is built on our firm being the Keystone . Most estate and financial plans crumble because advisors don't talk to each other—...Work at officeRemote work1 day per week- ...while promoting bank products and services to help customers succeed financially. The role requires teamwork, accuracy, and the ability to work flexible schedules, including evenings and weekends. Bilingual Spanish skills are a plus to serve a diverse customer base; we are...BilingualFlexible hoursAfternoon shift
$70.56k - $86.24k
...serve to make better and smarter financial decisions and enabling the... ...The Wealth Connect Advisor provides personalized financial... ...brokerage, advisory, and insurance solutions. Working in a team-based environment... ...and time management skills Bilingual If there’s anything we can...BilingualTemporary workWork experience placementWork at officeLocal area- ...guiding them through self-service options. You will process cash transactions accurately and develop deep conversations to understand financial goals. The role emphasizes building relationships, following procedures, and collaborating with specialists in lending,...Work at officeWeekend work
- Northwestern Mutual is seeking a financial advisor to start a business-building practice focused on holistic financial planning. You’ll gain... ...offer plans mixing investments, insurance, and retirement solutions. As a business owner, you shape your schedule and earnings through...
- Western & Southern Life is seeking a Financial Representative in Gilbert, AZ to educate middle-income clients on risk protection, financial... ...You will assess client needs and recommend suitable financial solutions, upholding ethical, client-focused practices. You will travel...
- ...banking, or ATM. Responsibilities include processing cash transactions, engaging clients about their financial priorities, and linking them to appropriate banking solutions. You will work with a team to optimize the client experience and drive responsible growth. #J-1880...
- ...Essai Test Solutions, Inc. PositionThis position is for Essai Test Solutions, Inc. a wholly owned subsidiary of Advantest America, Inc... ...weekends when needed.Able to speak, read & write in English, Bilingual is a plus (+)Able to communicate well in both verbal and written...BilingualFlexible hoursWeekend workDay shift
- ...loading to expert product recommendations and tailored delivery solutions. Pro Customer Service/Sales Team members build and maintain... ...upholding the highest standards of customer service and safety. Bilingual communications skills may be preferred at certain locations;...BilingualFull timeFor contractors
$28.74 - $36.72 per hour
...supervision. ~ Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria. ~ Bilingual (English/Spanish) communication skills (written & spoken) a plus ~ Must reside in the United States. Intuit provides a...Bilingual$28.74 - $36.72 per hour
...supervision. ~ Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria. ~ Bilingual (English/Spanish) communication skills (written & spoken) a plus ~ Must reside in the United States. Intuit provides a...BilingualRemote job$87.4k - $123.4k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ...of their financial life, delivering tailored advice and solutions that meet their long-term goals. This role emphasizes client engagement...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on... ...needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess...Work at officeLocal area
$52k - $64k
...organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies,... ...engage with customers, ask questions, share thoughts & offer solutions What will set you apart Previous experience with inbound and/or...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from home
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