Client-Centric Financial Solutions Advisor

Bank of America; Colorado Springs (CO); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting clients, and recommending suitable banking and investment products. Licenses and trainings must be completed as required.

The position may involve residential mortgage considerations, SAFE Act registration, and background checks. Strong client management and compliance are essential.

Qualifications

• Licensing aptitude and ongoing licenses required
• Ability to build relationships and assess client needs
• Strong communication and collaboration skills
• Ability to manage multiple tasks in a fast-paced environment
• Demonstrates compliance with regulatory requirements

Responsibilities

• Triages client leads and makes referrals to appropriate partners
• Meets with clients to review financial and investment goals
• Recommends banking and investment products aligned with goals
• Performs risk assessment and ensures regulatory compliance

Skills

Client relationship management

Financial advisory

Communication skills

Sales experience

Time management

Risk awareness

Team collaboration

Tech literacy

Client needs assessment

Regulatory compliance

Education

High School Diploma / GED

Job description

Bank of America seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting clients, and recommending suitable banking and investment products. Licenses and trainings must be completed as required.

The position may involve residential mortgage considerations, SAFE Act registration, and background checks. Strong client management and compliance are essential.