Financial Solutions Advisor Registration Candidate - Aurora Plaza Financial Center

Bank of America (GHR)

Aurora, CO, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial planning and goal setting
Investment and banking product recommendation
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and goal setting
  • Investment and banking product recommendation
  • Risk mitigation and control
  • Client lead triaging and referrals

Nice-to-have

  • Executive presence and strong communication
  • Results-driven mindset
  • Adaptability to new technology
  • Collaborative peer relationships

Key Requirements

  • Must obtain required industry licenses
  • SAFE Act registration requirements
  • FINRA SIE certification (desired)
  • Minimum 1 year financial services/sales experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter