Financial Solutions Advisor - Colorado South Market - Spanish Preferred

Bank of America • Colorado Springs, CO

2d • $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, making referrals to business partners based on client needs and asset thresholds, meeting with clients to discuss financial and investment goals, creating financial plans, and recommending brokerage products. The advisor applies and expands their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and requires SAFE Act registration, including a required background check and maintaining good standing in the federal registry. The role is open across the Colorado South Market; the specific financial center will depend on business needs. The employee will train at one financial center and may initially work in a phone-based capacity until a financial center within a reasonable commuting distance of home is determined, to the extent permitted by law.

Bank of America describes its culture as inclusive and supportive of teammates’ development and well-being. The company maintains an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

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 into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• High school diploma, GED, secondary school education, or equivalent.

Nice To Haves

• Spanish preferred.
• 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) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans that may include brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed 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.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially suitable product services.
• Complete required licenses and training and expand relevant knowledge.

Benefits

• Access to paid time off.
• Industry-leading benefits and resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with incentive opportunities potentially monthly, quarterly, and/or annual and earned based on performance against defined metrics.

What This Job Offers

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