Financial Solutions Advisor - Colorado South Market

Bank of America • Denver, CO

2d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The advisor reviews clients’ financial and investment goals, builds financial plans, recommends brokerage products, and connects clients with appropriate business partners based on their needs and asset thresholds. The role also involves identifying potential clients, managing risk, and developing knowledge through required licenses and training.

The position is open across the Colorado South Market. The specific financial center will be determined based on business needs. The employee may train at one financial center and initially work in a phone-based capacity until a suitable financial center within a reasonable commuting distance is determined, as permitted by applicable law. The role requires SAFE Act registration and a background check because it may involve residential mortgage loan origination. Employees must work Monday through Friday and rotating Saturdays.

Requirements

• Currently hold Series 7 and Series 66 licenses, or equivalent Series 63 and Series 65 licenses in lieu of Series 66.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and be comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Manage time and capacity efficiently.
• Incorporate relevant regulatory due diligence thoughtfully into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• Register under the SAFE Act and complete the required background check; maintain registration in good standing.

Nice To Haves

• Strong computer skills and the ability to multitask in a demanding environment.
• Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations, such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including 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 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.
• Coach and provide feedback to referral partners based on knowledge of client needs and potentially suitable product services.
• Complete required licenses and training to apply and expand job-related knowledge.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support for employees.
• Formulaic incentive plan eligibility, with incentives based on performance against defined metrics.

What This Job Offers

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