Financial Solutions Advisor - SAFE Act Registered Candidate

Bank of America Corporation; Colorado Springs (CO); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America Corporation in Colorado Springs is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role includes triaging leads, referrals to partners, and meeting with clients to review goals and recommend products.

You will pursue required licenses and trainings to expand knowledge. Works with clients to plan short- and long-term financial goals using brokerage products (stocks, bonds, funds,

Qualifications

• Aptitude in obtaining required industry licenses
• Must manage time and capacity effectively
• Experience cultivating client relationships and assessing needs
• Strong communication and collaboration with peers
• Results-driven mindset prioritizing clients’ interests in a complex, fast-paced environment
• Ability to multitask and adapt to new technology or applications

Responsibilities

• Plan clients’ short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers; mitigate risk.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Executive Presence

Oral Communications

Education

High School Diploma

Bachelor’s degree

FINRA SIE

Job description

Bank of America Corporation in Colorado Springs is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role includes triaging leads, referrals to partners, and meeting with clients to review goals and recommend products.

You will pursue required licenses and trainings to expand knowledge. Works with clients to plan short- and long-term financial goals using brokerage products (stocks, bonds, funds,