Financial Solutions Advisor - Colorado South Market - Spanish Preferred

Bank of America • Colorado Springs, CO

1d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making referrals to business partners according to client needs and asset thresholds, meeting with clients to review financial and investment goals, developing financial plans, and recommending brokerage products. The advisor is expected to expand their knowledge through required licenses and training. The position may involve residential mortgage loan origination and requires SAFE Act registration and a required background check; failure to obtain or maintain registration may result in disciplinary action, up to termination.

The role is open across the Colorado South Market, and the assigned Financial Center will depend on business needs. The advisor 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 identified, as permitted by applicable law. Bank of America describes its culture as inclusive and collaborative, with in-office expectations and role-specific flexibility.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 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 feel comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• 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 diploma, or equivalent.
• Register under the SAFE Act and complete the required background check.

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 designation 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 using brokerage products, including 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 client 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.

Benefits

• Paid time off.
• Industry-leading benefits and resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, 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