Client-Centric Financial Solutions Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
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.
This role, Client-Centric Financial Solutions Advisor at Bank of America, could be your next career step.
We are currently recruiting a Client-Centric Financial Solutions Advisor for our team in Colorado Springs, CO, United States.
This is a great role to take on the Client-Centric Financial Solutions Advisor role at Bank of America.
As a Client-Centric Financial Solutions Advisor, you will play an important part at Bank of America in Colorado Springs, CO, United States.
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