Financial Solutions Advisor – Spanish Preferred

Bank of America

Financial Solutions Advisor at Bank of America providing clients with personalized financial advice. Responsible for triaging leads, meeting clients, and recommending products aligned with their goals.

Posted 6/4/2026full-timeAurora • Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads and making referrals based on client needs
Meeting clients to review financial and investment goals
Recommending products to help clients achieve financial goals
Applying and expanding knowledge through required licenses and training

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Self-disciplined in managing time and capacity
Experience in cultivating client relationships and assessing needs
Strong peer relationship creation through effective communication
Results-driven mindset with client prioritization
Ability to execute multiple tasks simultaneously
Learn and adapt to new technology or applications

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employees
Contribution to sustainable growth of business and communities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

self-disciplineclient relationship cultivationeffective communicationresults-driven mindsettime managementcapacity managementmultitaskingadaptability

Certifications

industry licenses