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

Bank of America•Colorado Springs, CO

4d•$29 - $34•Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve 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 their financial and investment goals and recommend products. The advisor applies and expands 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, complete the required background check, and maintain good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. The role is based at the Citadel Financial Center in Colorado Springs and has an in-office attendance requirement.

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.
Written and spoken Spanish proficiency.
High school diploma, GED, secondary school, or equivalent.

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.

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 managed-money 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.
Complete required licenses and training.