Financial Solutions Advisor Registration Candidate - Cincinnati Market - Spanish Preferred

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, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements. All employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home. Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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 Required Qualifications Aptitude in obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and collaboration Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment Executes multiple tasks simultaneously Learns and adapts to new technology or applications Desired Qualifications Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Spanish language proficiency Skills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management ProspectingReferral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Weekly Schedule Monday thru Friday, rotating Saturdays Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America