Client-Centric Financial Solutions Advisor

Bank of America; Greenwood Village (CO); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America is hiring in Colorado to provide comprehensive financial advice and customized solutions helping clients reach their financial goals. You will triage leads, refer to business partners as needed, and review goals with clients while pursuing required licenses and trainings.

The role may involve residential mortgage loan products with SAFE Act registration and background checks. Training begins at a center and may transition to phone-based work within commuting policies.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset in a fast-paced environment.

Responsibilities

• Works with clients to plan financial goals and build a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal partners based on needs and asset thresholds; mitigates risk in daily activities.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client relationships

Time management

Communication

Sales focus

Regulatory compliance

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America is hiring in Colorado to provide comprehensive financial advice and customized solutions helping clients reach their financial goals. You will triage leads, refer to business partners as needed, and review goals with clients while pursuing required licenses and trainings.

The role may involve residential mortgage loan products with SAFE Act registration and background checks. Training begins at a center and may transition to phone-based work within commuting policies.