Financial Solutions Advisor - Colorado South Market

Bank of America • Highlands Ranch, CO

4d • $70,000 - $80,000 • 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 role involves triaging client leads and requests, referring clients to business partners based on their needs and asset thresholds, reviewing financial and investment goals, building financial plans, and recommending brokerage products. Advisors apply and expand their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and requires SAFE Act registration, a background check, and continued good standing in the federal registry. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is open across the market, with the specific Financial Center location determined by business needs. A new hire will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is determined, to the extent permitted by applicable law. The role is in-office, with work expectations shaped by role responsibilities and business needs. The schedule is Monday through Friday with rotating Saturdays, for 40 hours per week. The position is first shift.

Requirements

• Currently holds Series 7 and Series 66 licenses, or 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.
• Sets and accomplishes goals.
• Builds and nurtures strong relationships.
• Collaborates effectively with others.
• Communicates effectively and confidently and is comfortable engaging with all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Enjoys learning, adapts to new information, and seeks appropriate solutions for clients.
• Manages time and capacity efficiently.
• Incorporates relevant regulatory due diligence into daily activities and long-term client strategies in a thorough and thoughtful manner.
• Must be able to work Monday through Friday and rotating Saturdays.
• Must register under the SAFE Act, submit to the required background check, and maintain good standing in the federal registry if engaged in residential mortgage loan origination.
• Minimum education requirement: High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Strong computer skills and 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) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Works 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-managed solutions.
• Recommends banking and investment strategies aligned 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.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potentially recommended product services.
• Completes required licenses and training and applies and expands relevant knowledge.

Benefits

• Benefits eligibility
• Access to paid time off
• Resources and support for employees
• Formulaic incentive plan eligibility, with incentive opportunities based on performance against defined metrics

What This Job Offers

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