Financial Solutions Advisor Registration Candidate - Colorado South Market - Spanish Preferred
Bank of America · Aurora, CO · 1 mo ago
ConsultingFull-time
Responsibilities
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Traits client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
Requirements
- Aptitude in obtaining required industry licenses
- Self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills
- Client Experience
- Brand Management
- Sales
- Client Relationship Management
- Financial Planning
- Product Knowledge
- Communication
- Risk Management
- Technology Adaptation
Benefits
- Bank of America offers a competitive benefits package, including health insurance, retirement plans, and paid time off.
Pay
- The salary range for this position is $65,000 - $95,000 per year, depending on experience and qualifications.
Schedule
- This position is open for the entire market and the specific Financial Center location will be based on business needs.
- The position is full-time and works Monday through Friday, rotating Saturdays.
- The minimum hours per week is 40.