Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Required

Bank of America • Colorado Springs, CO

3d • Onsite

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 financial and investment goals and recommend products. The advisor is expected to apply and expand their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees must register with the federal registry system, complete the required background check, and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

This is an in-office role with role-specific flexibility. The schedule is 40 hours per week, Monday through Friday, with rotating Saturdays, on the first shift. The role is based at the Citadel Financial Center in Colorado Springs, Colorado. Compensation is a base salary of $28.85–$33.65 per hour, determined by experience, education, and skill set; the role is not incentive eligible. The position is 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 build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• Spanish language proficiency, written and spoken.
• High school diploma, GED, secondary school, or equivalent.
• Must register with the federal registry system and complete the required SAFE Act background check for this registration-required position.

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of 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-managed 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 training; maintain required SAFE Act registration and good standing if engaged in residential mortgage loan origination.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED