Financial Solutions Advisor Registration Candidate - Aurora Plaza Financial Center

Bank of America

Aurora, CO, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client financial goal planning
Investment product knowledge
Risk mitigation activities
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product knowledge
  • Risk mitigation activities
  • Client referral triage
  • Pipeline management

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence
  • Self-disciplined time management

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check
  • High School Diploma or GED
  • One year of financial services experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter