Bilingual Financial Solutions Advisor
Bank of America
Bank of America is seeking a dedicated individual to connect clients with a range of financial solutions aimed at achieving their financial goals. The ideal candidate will assist clients in building relationships by identifying their needs and recommending suitable products and services. This position requires fluency in both Spanish and English, and a commitment to delivering exceptional client experiences. Comprehensive training and ongoing development opportunities are offered to ensure success in this role. #J-18808-Ljbffr Bank of America
- Jobtailor is seeking a motivated Bank Client Advisor in Colleyville, Texas. You will engage... ...relationships, and guide clients to financial solutions. The role emphasizes compliance, time... ...weekends or extended hours as needed. Bilingual Spanish skills are required. #J-18808...BilingualWeekend work
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...and make an impact. Join us!Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Job Description Finance Advisor – 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...SuggestedMonday to FridayShift workDay shift
- First Convenience Bank in Hurst, TX is hiring a Personal Banker to deliver exceptional customer service in a high-volume branch environment. You will handle cash transactions, promote bank products, and help customers manage their finances while adhering to policy and procedures...BilingualFlexible hours
- ...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is seeking a Financial Advisor in Fort Worth, Texas, to provide comprehensive financial advice and customized solutions to clients. The role primarily involves triaging client leads, recommending banking and investment strategies, and building financial...Monday to Friday
- Bank of America in Fort Worth, TX seeks a client-focused banking professional to connect clients with a range of financial solutions. You will balance service with sales, deepen relationships, and guide customers through account and loan options. The role emphasizes teamwork...Work at officeShift work
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...make an impact. Join us! Job Description As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Job Overview As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, you will obtain Securities Industry licenses and receive dedicated training, then build, manage, and deepen client relationships while delivering core banking and investment solutions. The...Local areaMonday to FridayShift workDay shift
- Job Summary As a Financial Solutions Advisor Stage I (FSA I), you will obtain your Securities Industry licenses and receive dedicated, personalized training for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Upon licensing, you will be taught the...Monday to FridayDay shift
- Bank of America is hiring a Financial Solutions Advisor Stage I in Fort Worth, Texas. This role offers personalized training to obtain crucial Securities Industry licenses, developing skills in managing client relationships and providing comprehensive financial advice....Full timeMonday to Friday
- Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to help clients achieve financial goals. You will triage leads, refer to partners, review goals, and support mortgage loan originations subject to...
- ...with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Executes the bank... ...management, business administration, or finance. Bilingual Skills in Spanish (written and verbal) #J-18808-...BilingualFlexible hoursWeekend work
- ...banking or ATMs. Candidates will train at a financial center and may relocate within a... ...financial lives. Confident in identifying solutions for new and existing clients. Communicates... ...business management, administration, finance). Bilingual Skills in Spanish (written and verbal)....BilingualRelocationShift workWeekend workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals.... ...management, business administration or finance Bilingual Skills in Spanish (written and verbal) Skills...BilingualWork at officeShift workWeekend workDay shift
- ...customer service, deepen relationships, and promote PNC solutions to meet clients' financial needs. This role emphasizes risk-aware operations,... ...and a customer-focused approach to grow share of wallet, with bilingual Spanish strongly preferred. #J-18808-Ljbffr PNCBilingual
- ...Hurst, TX at the Bedford Euless branch. Bilingual in Spanish preferred. PNC is an in-office... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem... ...'s share of wallet. Positions PNC solutions to drive new revenue and customer loyalty...BilingualFull timeTemporary workPart timeWork experience placementWork at officeShift work
- Bank of America in the United States seeks a Financial Advisor to help clients achieve financial goals by planning, advising on brokerage products, and coordinating referrals. You will build customized financial plans and align banking and investment strategies with client...
- ...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... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...JOB SUMMARY: The Customer Solutions Representativ e (CSR) is crucial to achieving our mission. The CSR builds relationships with customers... ...record. Six months of relevant experience preferred. Bilingual in English and Spanish strongly preferred. PHYSICAL...BilingualTemporary workWork at officeLocal areaFlexible hours
- ...JOB SUMMARY: The Customer Solutions Representativ e (CSR) is crucial to achieving our mission. The CSR builds relationships with customers... ...record. Six months of relevant experience preferred. Bilingual in English and Spanish strongly preferred. PHYSICAL DEMANDS...BilingualTemporary workWork at officeLocal areaFlexible hours
- ...are looking for an experienced Mortgage Originator to join our financial center team. The role focuses on originating residential... ...client’s unique priorities. Present potential home‑lending product solutions, submit mortgage applications, assist clients with gathering supporting...Shift workWeekend workDay shift
$22 - $29 per hour
...progress of customer orders for strategic accounts. The Customer Solution Strategist will work onsite. Shift: Mon- Fri, 8am - 5pm (... ...organizational levels. * Fluency in English required, verbal and written; bilingual skills preferred. * Proficient data entry skills and above...BilingualTemporary workImmediate startShift work- ...Worth, TX at the West Rosedale branch. Bilingual in Spanish preferred. Job Profile R22768... ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...in creating customized customer solutions. Managing Risk - Assessing and effectively...BilingualFull timeTemporary workPart timeWork experience placementWork at office
- ...Business Specialist within PNC's Retail Branch Banking organization, you will be based in Fort Worth, TX at the Hulen - Bellaire Branch. Bilingual in Spanish preferred. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance...BilingualWork at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...& Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary...Full timeContract workFor contractorsWork at office$63k - $65k
...Financial Advisor/Client Service Representative to support existing clients through a combination of financial planning, client servicing... ...relationships, providing financial guidance, and delivering solutions that help clients achieve their long-term financial goals....Permanent employment- ...Financial Advisor Apply ( locations Dallas/Ft. Worth, TX Charlotte, NC Malvern, PA Scottsdale, AZ time type Full time... ...and collaborate with internal partners to deliver effective solutions. Personalized Consultations: Conduct consultations to...Full time
$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions are... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...Delivering personalized investment and financial solutions to your clients? Taking ownership of...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Magellan Health, Inc. seeks a Personal Financial Counselor to provide one-on-one counseling and education to service members and their... ...citizenship, English proficiency, and relevant AFC/CFP/ChFC credentials; bilingual ability may be required by #J-18808-Ljbffr Magellan FederalBilingual
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