Bank of America

Financial Solutions Advisor - Colorado South Market

Bank of America

Colorado Springs, CO, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a financial professional looking for an exciting opportunity to grow your career? Bank of America is seeking a highly motivated and experienced Financial Solutions Advisor to join our team in the Colorado South Market. In this role, you will have the chance to collaborate with clients and provide comprehensive financial solutions to help them achieve their goals. We are looking for individuals who are passionate about building relationships, have a strong understanding of financial products and services, and possess excellent communication and problem-solving skills. If you are ready to make a difference in the lives of others and advance your career, we want to hear from you!

  1. Collaborate with clients to understand their financial needs and goals.
  2. Provide comprehensive financial solutions to clients by utilizing knowledge of financial products and services offered by Bank of America.
  3. Build and maintain strong relationships with clients through effective communication and problem-solving skills.
  4. Utilize in-depth knowledge of the Colorado South Market to identify and pursue opportunities for growth and development.
  5. Stay updated on industry trends and changes in financial regulations to provide accurate and relevant advice to clients.
  6. Utilize sales techniques to drive business and achieve individual and team goals.
  7. Maintain a high level of professionalism and ethical standards in all interactions with clients and colleagues.
  8. Collaborate with other team members to share knowledge and best practices, and provide support when needed.
  9. Continuously improve knowledge and skills through training and development opportunities.
  10. Represent Bank of America in a positive manner and contribute to the overall success and reputation of the organization.
Where is this job?
This job is located at Colorado Springs, CO, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business Administration, Or A Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Strong Knowledge Of Investment Products, Financial Planning, And Wealth Management Strategies.

  • Minimum Of 2 Years Of Experience In Financial Services, Preferably In A Client-Facing Role.

  • Series 7 And 66 Licenses, Or Ability To Obtain Within First 6 Months Of Employment.

Required Skills
  • Budgeting

  • Risk Management

  • Financial Planning

  • Cash Management

  • Investment Management

  • Credit management

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Strategies

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Solutions Advisor - Colorado South Market in Colorado Springs, CO, USA is approximately $50,000-$70,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific employer.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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