Financial Solutions Advisor Registration Candidate - South Wadsworth Financial Center

Bank of America • Denver, CO

2d • $29 - $34 • 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, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The advisor applies and expands their knowledge by completing required licenses and training.

The position may involve providing residential mortgage loans and therefore requires SAFE Act registration, including registration with the federal registry system and completion of the required background check. Employees must maintain good standing; failure to obtain or maintain 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 expects an in-office culture, with flexibility determined by role responsibilities and business needs.

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.
• High school diploma, GED, secondary school, or equivalent.
• Must register with the federal registry system and complete the required SAFE Act background check; must maintain SAFE Act registration in good standing.

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

• Works with clients to plan short- and long-term financial goals by building a financial plan using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management solutions.
• Recommends banking and investment strategies that align with clients’ financial goals and needs.
• Triages client requests and refers clients to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Benefits

• Benefits eligible.
• Paid time off.
• Resources and support for employees.
• Base salary; the role is not incentive eligible.

What This Job Offers

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