Bank of America
Financial Solutions Advisor Registration Candidate - South Wadsworth Financial Center
Denver · Full-time · Posted Oct 19, 2026
- Experience
- One year of financial services industry or sales experience is listed as a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial planning and investment advice to clients, recommends tailored banking and investment strategies, and connects clients with appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment solutions aligned with client goals.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies potential clients and manages risk in daily activities.
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.
- Effective communication and collaboration, a results-driven mindset, and adaptability to new technology.
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 hourly pay, offers to be determined based on experience, education and skill set (USD; base salary)
Model-written summary · the original posting is authoritative