Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Preferred
About The Position
At Bank of America, this role provides comprehensive advice and customized solutions to help clients achieve their financial goals. The advisor triages client leads, refers clients to business partners based on needs and asset thresholds, and meets with clients to review their financial and investment goals and recommend products. The role applies and expands knowledge by completing required licenses and training. The position may involve residential mortgage loan origination and requires SAFE Act registration and a background check. Employees must maintain registration in good standing; failure to do so may result in disciplinary action, up to and including termination. The position is based at the Citadel Financial Center in Colorado Springs, with a schedule of Monday through Friday and rotating Saturdays. It is a first-shift, 40-hour-per-week role. Bank of America describes its culture as inclusive and committed to employee physical, emotional, and financial wellness, and states that its office-based roles have in-office attendance requirements with role-specific flexibility. Compensation is $28.85–$33.65 per hour, with offers based on experience, education, and skill set. The role has a base salary and is not incentive eligible. It is currently benefits eligible, with paid time off and other employee benefits and resources.
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.
- Ability to obtain and maintain required SAFE Act registration, including completing the required background check.
Nice To Haves
- Currently holds the FINRA Securities Industry Essentials (SIE) qualification.
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
- Spanish language proficiency.
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 client 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.
Benefits
- Paid time off.
- Employee benefits and resources; the role is currently benefits eligible.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
