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Bank of America is seeking a Financial Solutions Advisor for its Colorado South Market, ideally someone who is Spanish-speaking. The role focuses on providing customized financial advice and solutions to clients, and requires specific licenses and experience in the financial services industry.
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Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans.
Employees must apply and expand knowledge by completing required licenses and trainings, including specific SAFE Act registration for mortgage loan provisions.
This position offers an annualized salary range of $70,000.00 to $80,000.00 with eligibility for formulaic incentive plans and industry-leading benefits.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor for its Colorado South Market, ideally someone who is Spanish-speaking. The role focuses on providing customized financial advice and solutions to clients, and requires specific licenses and experience in the financial services industry.
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Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
One year investments industry experience
Client financial goal planning
Brokerage product recommendations
Risk mitigation and control
Nice-to-have
Spanish language proficiency preferred
Certified Financial Planner designation
Strong computer multitasking skills
Three years sales environment experience
Chartered Retirement Planning Counselor
Key Requirements
Current Series 7 license
Current Series 66 (or 63/65) license
Minimum one year investments experience
Minimum one year financial service/sales experience