Strategic Investment & Banking Advisor

Bank of America; Colorado Springs (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, referring to business partners, reviewing goals with clients, building financial plans, and recommending brokerage products.

Licensing and regulatory trainings are required to maintain eligibility. The position may involve residential mortgage lending with SAFE Act registration and background checks.

Qualifications

• Current Series 7 and 66 licenses (63/65 allowed in lieu)
• Minimum 1 year in investments or financial services with sales goals
• Experience in financial services or sales environment meeting/exceeding goals
• Strong relationship-building and client-facing abilities
• Regulatory due diligence and SAFE Act requirements for mortgage origination

Responsibilities

• Work with clients to plan short- and long-term financial goals and develop financial plans using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal service providers based on needs and assets.
• Mitigate risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, referring to business partners, reviewing goals with clients, building financial plans, and recommending brokerage products.

Licensing and regulatory trainings are required to maintain eligibility. The position may involve residential mortgage lending with SAFE Act registration and background checks.