Financial Solutions Advisor Registration Candidate - Colorado North Market

Bank of America

Boulder, Colorado, US
Base: $28.85 - $33.65 hourly pyy; bonus/equity: no...
Client relationship management
Financial planning and goal setting
Risk mitigation and control
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.
  • The company is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility.
  • This role is currently benefits eligible and provides industry-leading benefits, access to paid time off, resources and support to our employees.

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 pay; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and goal setting
  • Risk mitigation and control
  • Client needs assessment
  • Referral management

Nice-to-have

  • Client experience branding
  • Executive presence
  • Business acumen
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • FINRA Securities Industry Essentials (SIE) certification
  • Bachelor’s degree and/or minimum one year financial services/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter