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Financial Solutions Advisor – Spanish Preferred
Bank of America. Provide comprehensive advice and customized financial solutions to clients .
Posted 5/3/2026full-timeCentennial • Colorado • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Provide comprehensive advice and customized financial solutions to clients
- Triage client leads and make referrals to business partners
- Meet with clients to review financial and investment goals
- Build financial plans and recommend brokerage products
Requirements
What you’ll need- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Strong computer skills
- Effective communication skills
Benefits
Comp & perks- Paid time off
- Industry-leading benefits
- Resources and support for employees
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
effective communication
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license