Bank of America
Financial Solutions Advisor - Colorado South Market
$70K–$80K
Denver +1 · Full-time · Posted Oct 19, 2026
- Location
- Denver
Highlands Ranch - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; desired: three or more years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment and banking solutions, builds financial plans, and connects clients with appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with clients’ goals.
- Triages client requests, makes referrals based on client needs and asset thresholds, and develops potential new client relationships.
- Manages risk and coaches referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- High school diploma, GED, or equivalent; available Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three or more years in financial services and/or goal-based sales; additional CFP or CRPC designation and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative