Bank of America
Financial Solutions Advisor Registration Candidate - Highlands Ranch Financial Center
Highlands Ranch · Full-time · Posted Oct 20, 2026
- Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification, alongside a bachelor’s degree.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals, recommends banking and investment strategies, and connects clients with appropriate internal partners.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions and recommends strategies aligned with client needs.
- Triages client requests, makes referrals based on needs and asset thresholds, and identifies potential new clients.
- Manages risk in daily activities 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.
- Self-discipline in managing time and capacity; ability to handle multiple tasks and adapt to new technology.
- Effective communication and collaboration, with a results-driven mindset that prioritizes client interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 USD hourly pay (base salary; not incentive eligible)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative