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Financial Solutions Advisor - Colorado North Market - Spanish Preferred
Financial Solutions Advisor - Colorado North Market - Spanish PreferredColorado Staffing • Aurora, CO, US
Financial Solutions Advisor - Colorado North Market - Spanish Preferred

Financial Solutions Advisor - Colorado North Market - Spanish Preferred

Colorado Staffing • Aurora, CO, US
2 days ago
Job type
  • Full-time
Job description

Financial Solutions Advisor

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Has at least one year experience working in the financial service industry and / or a sales environment where goals were met or exceeded
  • Builds and nurtures strong relationships
  • Collaborates effectively with others to get things done
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
  • Likes to learn, adapts to new information and seeks the right solutions for clients
  • Efficiently manages your time and capacity
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies

    • Desired Qualifications

  • Bilingual Proficiency - Spanish / English
  • Strong computer skills with an ability to multitask in a demanding environment
  • At least three years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC)
  • Obtained your insurance licenses

    • Skills

  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

    • Minimum Education Requirement

    High School Diploma / GED / Secondary School or equivalent

    Shift

    1st shift (United States of America)

    Hours Per Week

    40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE . View the LA County Fair Chance Ordinance .

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