Financial Solutions Advisor Registration Candidate - Highlands Ranch Financial Center
About The Position
At Bank of America, the Financial Solutions Advisor helps clients achieve their financial goals by providing comprehensive advice and customized solutions. The role involves triaging client leads, making referrals to business partners based on clients’ needs and asset thresholds, and meeting with clients to review their financial and investment goals and recommend appropriate products. The advisor applies and expands their knowledge by completing required licenses and trainings. This position may involve residential mortgage loan origination and requires SAFE Act registration. Employees must register with the federal registry system, complete the required background check, and maintain registration in good standing. Failure to obtain or maintain SAFE Act registration may result in disciplinary action, up to and including termination. Bank of America describes its culture as focused on Responsible Growth, inclusion, collaboration, career development, and teammate wellness. The company maintains an in-office culture, with flexibility based on role responsibilities and business needs. This role is based at the Highlands Ranch Financial Center in Colorado, is first shift, and has a 40-hour workweek. Compensation is a base salary of $28.85–$33.65 per hour, with offers determined by experience, education, and skill set; the role is not incentive eligible and is currently benefits eligible.
Requirements
- Aptitude for obtaining required industry licenses.
- Self-discipline in managing time and capacity.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Ability to create strong peer relationships through effective communication and collaboration.
- Results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
- Ability to execute multiple tasks simultaneously.
- Ability to learn and adapt to new technology or applications.
- High school diploma, GED, secondary school, or equivalent.
- Ability to meet SAFE Act registration requirements, including registration and the required background check.
Nice To Haves
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Responsibilities
- Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management solutions.
- Recommend banking and investment strategies aligned with clients’ financial goals and needs.
- Triage client requests and refer clients to appropriate internal service providers based on their needs and asset thresholds.
- Mitigate and control risk as part of daily activities.
- Identify and engage potential new clients through referrals or financial center clientele.
- Complete required licenses and trainings to apply and expand job-related knowledge.
- Register with the federal registry system, complete the required SAFE Act background check, and maintain SAFE Act registration in good standing.
Benefits
- Benefits eligible; the company describes its benefits as affordable, competitive, and flexible.
- Paid time off.
- Resources and support for employees’ physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
