Financial Solutions Advisor Registration Candidate - Dentsville Financial Center (Bi-Lingual Spanish Required)
Bank of America ATM
Job 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We’ll help youBuild a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.Get training and one-on-one coaching from Academy managers who are invested in your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.Required Qualifications:Aptitude in obtaining required industry licenses.Must be self-disciplined in managing time and capacity.Experience in cultivating client relationships, accessing 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:SIE (Securities Industry Essentials)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentSchedule: Monday – Fridays and rotating SaturdaysShift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: ColumbiaType: Full time
- .... Merrill’s Financial Advisors and Wealth Management... ...Financial Solutions Advisor Stage I (... ...working in a financial center where you will... ...career journey. Required Qualifications:... ...Bilingual: Spanish Preferred This... ...subject to SAFE Act registration requirements....Spanish language skillsTraineeshipWork at officeLocal areaImmediate startShift workDay shift
$28.85 - $33.65 per hour
...purpose to help make financial lives better through... ...culture with specific requirements for office-based attendance... ...and customized solutions to clients to help them... ...subject to SAFE Act registration requirements.... ...referrals or financial center clienteleRequired Qualifications...SuggestedHourly payFull timeTemporary workWork at officeDay shift$250k
...short and long term solutions. Proactively... ...operational and requirements are maintained,... ...federal registration requirements outlined... ...Leadership Certified Bi-lingual/Spanish preferred... ...organization. Strong financial services product... ...The successful candidate’s particular...Business intelligenceSpanish language skillsTemporary workWork at office- ...Bank Of America Financial Advisor At Bank of America,... ...culture with specific requirements for office-based attendance... ...and customized solutions to clients to help... ...subject to SAFE Act registration requirements. Pursuant... ...or financial center clientele Provides...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better by connecting... ...generation of financial advisors—those with a passion for people... ..., the Merrill Financial Solutions Advisor (Merrill FSA) role... ...is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedFull timeWork at officeImmediate startShift workDay shift
$50k
...Join a financial services firm where... ...000 financial advisors across the U.S... ...People are at the center of our... ...procedures, regulatory requirements, and ethical... ...to maintain registrations and licenses in... ...seeking the right solutions for clients... ...Candidate qualifications...Work at officeWork from homeHome officeFlexible hours$18 - $20 per hour
...development, and a culture centered on our Shared Values –... ...patient records Verifying financial records and collecting... ...diploma or GED equivalent is required Detail-oriented and... ...to train the right candidate. Bi-lingual English/Spanish a plus What we offer...Business intelligenceSpanish language skills$92.46k - $130.54k
...HSA/FSA options Financial security &... ...impact training solutions by collaborating... ...and patient-centered. Resolve operational... ...What minimum requirements you’ll need... .../ Registration: Registered Nurse... ...Your Rights (Spanish) poster. Fraud... ...be extended to candidates who have completed...Spanish language skillsFull timeLocal area$28.85 - $33.65 per hour
...advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...by completing required licenses and trainings... ...is subject to SAFE Act registration requirements. Pursuant... ...referrals or financial center clientele Required Qualifications...Hourly payTemporary workShift workDay shift- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;... ...America employees are required to meet all... ...Deliver customized solutions and the full resources... ...accepted, in lieu of 66) registrations required with 5+ years... ...and hire qualified candidates without regard to race...Work at officeShift workDay shift
- ...Baltimore area. Successful candidates possess a passion for... ...desire to achieve financial success. Areas most aggressive... ...& Skill Requirements: Regularly engage in... ...addition to phone. Bi-lingual with proficiency in both English and Spanish highly desirable. Exceptional...Business intelligenceSpanish language skillsWork at office
- ...Merrill Advisor Development Program - Financial Advisor: Delaware South Jersey... ...employees are required to meet all posting... ...highly customized solutions to meet client... ...subject to SAFE Act registration requirements. Pursuant... ...hire qualified candidates without regard to...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$24 per hour
...installation, maintenance, and energy-efficient solutions, including green roofs and... ...commercial roofing crew, includes completing required paperwork, attending meetings as... ...to pass preemployment screening ~ Bi-lingual English/Spanish is a plus Pay starting at $24/...Business intelligenceSpanish language skills- ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements... ...two years’ experience working in the financial service industry and/or a sales... ...new information and seeks the right solutions for clients. Is thorough and thoughtful...Immediate start
$37 - $52.88 per hour
...and HSA/FSA options Financial security & retirement... ...transition. What minimum requirements you’ll need Licensure / Certification / Registration: Certified BLS... ...EEO Know Your Rights (Spanish) poster. Employer does... ...cannot employ STEM OPT candidates. #J-18808-Ljbffr...Spanish language skillsHourly payPart timeLocal areaRelocation packageWeekend work$38.5 - $55.02 per hour
...and HSA/FSA options Financial security & retirement... ...to home. What minimum requirements you’ll need Licensure / Certification / Registration: BLS Provider obtained... ...Know Your Rights (Spanish) poster. Fraud prevention... ...only be extended to candidates who have completed a...Spanish language skillsHourly payFull timeLocal areaRelocation packageNight shift$41.65 - $58.78 per hour
...HSA/FSA options Financial security & retirement... ...scheduling. What minimum requirements you'll need... ...Licensure / Certification / Registration: BLS Provider... ...Know Your Rights (Spanish) poster. Fraud... ...only be extended to candidates who have completed a...Spanish language skillsHourly payPart timeLocal areaShift work$45k
...Summary: The Loan Advisor role is a customer... ...position within the Call Center. Loan Advisors are... ...tactics, where providing financial solutions and excellent... ...process. Ensures all required documents are... ...Certificates, Licenses, Registrations: NMLS/SAFE, at least...Temporary workWork at officeLocal area- ...effective advice. We hire candidates who demonstrate a passion... ...OF POSITION: A Financial Advisor should demonstrate commitment... ...extended to include collateral requirements, repayment terms, pricing,... ...recommend appropriate tailored solutions to client needs and...Work at office
- ...drive transformation, financial sustainability, and student... .... We are seeking a Solution Architect to own the... ...Microsoft Fabric, and Power BI. As the design... ...priorities. Qualifications & Requirements 7–10 years designing... ...inform you that any candidates sent to us without a...Business intelligenceFull timePart timeLocal areaWork from homeHome office
$25 - $26.77 per hour
...gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.... ...investments Manages financial center traffic, appointments, and outbound... ...Manages cash responsibilities Required Qualifications Is an...Hourly payShift workWeekend workDay shift$60k - $90k
...gross margins that support the branch’s financial goals. Generate referrals from... ...experience. Basic computer skills. Requirements Computer skills: Proficient in Microsoft... ...crews in the landscape industry. Bi‑lingual in Spanish and English is a plus. College degree...Business intelligenceSpanish language skillsBase plus commissionFlexible hours- ...seeking an experienced Manager of Financial Reporting . In this role,... ...sponsors, and lenders. The candidate must be located within a... ...aspects of financial reporting required by Private Equity sponsors... ...and dashboards, leveraging BI solutions such as Power BI and Tableau...Business intelligenceFull timeWork at officeRemote work
- ...Perform other duties and/or special projects as assigned or as required in response to ever changing business needs -Perform all... ...decision-making skills -Basic personal computer skills -Bi-lingual (Spanish) skills are a plus -1+ years' experience working in food...Business intelligenceSpanish language skillsLocal areaWeekend work
- ...months Job Mode: Hybrid W2 candidates only preferred US Citizens, Green Card... ...Client tools (e.g. unity catalog, AI/BI dashboards) will be leveraged heavily.... ...gaps in operational processes and propose solutions to close them Can synthesize complex...Business intelligenceContract work
$77.6k - $176k
...Enterprise Cross Domain Solutions for an enterprise... ...availability and reliability requirements. You’ll provide your... ...PythonKnowledge of bi-directional network transfer... ..., life, disability, financial, and retirement... ...identity and prevent fraud.Candidate AI Usage PolicyAI is a...Business intelligenceFull timeContract workPart timeWork at officeLocal areaRemote work$112k - $179k
...Defense Mission and Health Solutions team, Benefits, Claims... ...Services (HHS) and Centers for Medicare and... ...initiatives. The successful candidate leads the strategy,... ...business intelligence (BI), and enterprise Lead,... ...business units to understand requirements and deliver insight-...Business intelligenceContract workShift work- ...Community College Wellness Center branch of HCHD... ...necessary - Enters all financial information into EHR,... ...insurance benefits Skills Required: * Ability to... ...Qualifications: - Bilingual in Spanish - Experience working... ...that the hired candidate will have to report to...Spanish language skillsContract workWork at office
$115k - $125k
...analytics, and AI-driven solutions. We partner with... ..., telecommunications, financial services, and retail to... ...-making. The ideal candidate brings strong hands-on... ...stakeholders to translate requirements into scalable... ...supporting enterprise BI and analytics initiatives...Business intelligence$21 - $24 per hour
...ZMC’s investment philosophy centers on operational value... ...looking for a team player! Candidates should be diligent, hardworking... ...trucks) Other duties as required Requirements Be willing... ...screening requirements Bi-lingual in Spanish and English preferred Familiar...Business intelligenceSpanish language skillsHourly payFull timeTemporary workLocal areaShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate - Dentsville Financial Center (Bi-Lingual Spanish Required). Be the first to apply!
- associate corporate finance Columbia, MD
- financial planning assistant Columbia, MD
- financial advisor associate Columbia, MD
- wealth advisor Columbia, MD
- financial planning administrator Columbia, MD
- financial advisor Columbia, MD
- financial counselor Columbia, MD
- finance associate Columbia, MD
- estate planning consultant Columbia, MD
- financial planning associate Columbia, MD

