Financial Solutions Advisor Registration Candidate - Colorado South Market

Bank of America • Greenwood Village, CO

1d • Onsite

About The Position

At Bank of America, Financial Solutions Advisors help clients achieve their financial goals by providing comprehensive advice and customized solutions. The role includes triaging client leads, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend appropriate products. Advisors build financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed solutions.

The position requires completing required licenses and training. It may involve residential mortgage loan origination and therefore requires SAFE Act registration, including registration with the federal registry system and a required background check. Employees must maintain good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The role is open across the Colorado South Market, and the specific financial center will be determined by business needs. The employee will initially train at one financial center and may then work in a phone-based capacity until a financial center within a reasonable commuting distance of home is selected, to the extent permitted by applicable law. This is a first-shift, 40-hour-per-week position based at the listed Greenwood Village, Colorado location. 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. 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.
• A 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.
• High school diploma, GED, secondary school, or equivalent.
• Register with the federal registry system and complete the required SAFE Act background check; maintain SAFE Act registration in good standing.

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, banking solutions, and money-managed solutions.
• Recommend banking and investment strategies that align 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.
• Meet with clients to review financial and investment goals and recommend products.

Benefits

• Benefits eligibility.
• Paid time off.
• Resources and support for employees.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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