Financial Solutions Advisor: Mortgage & Investments

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

Job summary

Bank of America is seeking a financial advisor to help clients reach their financial goals through tailored solutions, including brokerage products and banking strategies. You will triage leads, refer to partners, and meet clients to review goals and recommend products.

The role may require licenses and ongoing trainings; SAFE Act requirements may apply when mortgage products are involved. Training will occur at a financial center, with potential moves based on business needs and commuting

Qualifications

• Aptitude in obtaining required industry licenses.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and referrals to internal service providers based on client needs.
• Identify and engage potential new clients through referrals or center clientele.

Job description

Bank of America is seeking a financial advisor to help clients reach their financial goals through tailored solutions, including brokerage products and banking strategies. You will triage leads, refer to partners, and meet clients to review goals and recommend products.

The role may require licenses and ongoing trainings; SAFE Act requirements may apply when mortgage products are involved. Training will occur at a financial center, with potential moves based on business needs and commuting