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Financial Solutions Advisor
Bank of America. Providing comprehensive advice and customized financial solutions to clients .
Posted 5/6/2026full-timeDenver • Colorado • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite
About the role
Key responsibilities & impact- Providing comprehensive advice and customized financial solutions to clients
- Triaging client leads and making referrals based on client needs
- Building financial plans and recommending brokerage products
- Mitigating and controlling risks as part of daily activities
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 in the financial service industry and/or a sales environment
- Strong computer skills with an ability to multitask
Benefits
Comp & perks- Paid time off
- Access to healthcare resources
- Support for employees' physical, emotional, and financial wellness
- Industry-leading benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
multitasking
Certifications
Series 7Series 66Series 63Series 65