Client-Focused Financial Solutions Advisor

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

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in Highlands Ranch, CO seeks a financial services professional to provide tailored advice and solutions to clients. You will triage leads, refer to partners by need and asset thresholds, and meet with clients to review goals and recommend products.

Role requires licenses, strong relationship-building, and the ability to navigate a fast-paced environment. Compliance with SAFE Act is required for mortgage-related work.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must manage time and capacity effectively.
• Experience cultivating client relationships and assessing needs.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to appropriate internal partners.
• Mitigate risk as part of daily activities.
• Develop new client relationships through referrals or center clientele.

Skills

Client relationships

Time management

Communication

Adaptability

Multi-tasking

Education

Bachelor's degree

Financial services experience

Job description

Bank of America in Highlands Ranch, CO seeks a financial services professional to provide tailored advice and solutions to clients. You will triage leads, refer to partners by need and asset thresholds, and meet with clients to review goals and recommend products.

Role requires licenses, strong relationship-building, and the ability to navigate a fast-paced environment. Compliance with SAFE Act is required for mortgage-related work.