Bank of AmericaPosted 1 week ago

Financial Solutions Advisor Registration Candidate - Park Slope & 5th Avenue Financial Center (Bi-Lingual Spanish Required)

Bank of AmericaPosted 1 week ago

$60,008–$69,992 year

On-siteBrooklyn, New York, United States

Brooklyn, New York, United StatesOn-siteFull Time$60,008–$69,992 yearLarge

Full TimeLarge

Job Summary

Build short and long-term financial plans for clients using brokerage products like stocks, bonds, mutual funds, and annuities. Recommend banking and investment strategies that align with client goals while triaging requests and making referrals to internal service providers based on asset thresholds. Mitigate risk daily and engage potential new clients through referrals or financial center clientele. Complete required licenses and trainings to expand knowledge, with bilingual Spanish required. Register with the federal registry system under SAFE Act requirements and submit to the background check. Work Monday through Fridays with rotating Saturdays in a fast-paced environment, applying results-driven skills to prioritize client interests.

Required Qualifications

Bilingual Spanish
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
Currently holds FINRA Securities Industry Essentials (SIE)
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Must be able to lift 50 lbs
Must be available for weekend shifts
Valid driver's license

Desired Qualifications

Excellent verbal and written communication skills
Strong attention to detail
Helping customers gives you energy
Get charged up by interacting with others
Must be able to effectively lead and coach others
Strong customer service skills
Experience with Microsoft Office
Experience with Salesforce
Experience with HubSpot
Experience with Zendesk
Experience with ServiceNow
Experience with Jira
Experience with Confluence
Experience with Slack
Experience with Zoom
Experience with Teams
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet
Experience with Microsoft Teams
Experience with Zoom
Experience with Slack
Experience with Jira
Experience with Confluence
Experience with ServiceNow
Experience with Zendesk
Experience with HubSpot
Experience with Salesforce
Experience with Microsoft Office
Experience with Google Workspace
Experience with Microsoft Teams
Experience with Google Meet

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