Financial Solutions Advisor – Spanish Preferred

Bank of America

Financial Solutions Advisor helping clients achieve financial goals through comprehensive advice and solutions. Collaborating with business partners and building financial plans.

Posted 6/4/2026full-timeAurora • Colorado • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

This job is responsible for providing comprehensive advice and customized solutions to clients
Key responsibilities include triaging client leads
Making referrals to business partners
Meeting with clients to review financial and investment goals
Building a financial plan
Recommending 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
Sets and accomplishes goals
Builds and nurtures strong relationships
Communicates effectively and confidently

Benefits

Comp & perks

health insurance
retirement plans
paid time off
flexible work arrangements
professional development
bonuses

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

sets and accomplishes goalsbuilds and nurtures relationshipscommunicates effectivelycommunicates confidently

Certifications

Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license