Bank of America
Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Preferred
Colorado Springs · Full-time · Posted Oct 15, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification, alternatively a bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and customized banking and investment recommendations to clients, while managing referrals and developing new client relationships.
What you'll do
- Builds financial plans and recommends banking and investment strategies aligned with clients’ goals and needs.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and completes required licenses and training.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including strong peer relationships.
- Ability to manage multiple tasks and adapt to new technology or applications.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Spanish language proficiency.
Pay
$28.85 - $33.65 hourly pay (base salary)
Model-written summary · the original posting is authoritative