Colorado Financial Solutions Advisor — Investment Planning

Bank of America Corporation; Colorado Springs (CO); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligibility

Job summary

Bank of America in Colorado Springs is seeking a Financial Advisor to provide comprehensive advice, build financial plans with brokerage and banking products, and help clients reach their goals.

You will triage client leads, refer to partners, review goals, and maintain compliance while working in-office with potential Saturday rotation. The role emphasizes client relationships and risk management alongside sales objectives.

Qualifications

• Series 7 and 66 licenses are required (or 63 and 65 in lieu of 66).
• At least one year of experience in the investments industry with knowledge of investment products.
• At least one year in financial services or a sales environment with a track record of meeting/exceeding goals.
• Ability to set and achieve goals and build client relationships.
• Strong collaboration, communication, and time management skills.
• Willingness to work Monday–Friday with rotating Saturdays.

Responsibilities

• Work with clients to plan short and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Colorado Springs is seeking a Financial Advisor to provide comprehensive advice, build financial plans with brokerage and banking products, and help clients reach their goals.

You will triage client leads, refer to partners, review goals, and maintain compliance while working in-office with potential Saturday rotation. The role emphasizes client relationships and risk management alongside sales objectives.