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Client-Centric Financial Solutions Advisor
Job in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-08-24
Listing for:
Bank of America
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting clients, and recommending suitable banking and investment products. Licenses and trainings must be completed as required.
The position may involve residential mortgage considerations, SAFE Act registration, and background checks. Strong client management and compliance are essential.
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