Financial Solutions Advisor Build Smart Client Plans

Posted 10 days ago

bank of americaColorado Springs (CO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Bank of America in Colorado Springs is hiring a financial adviser to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, and review financial goals, then build a financial plan and recommend brokerage products. Role requires licenses and regulatory compliance. In-office with Monday–Friday schedule and rotating Saturdays. Expect to work with clients on banking and investment strategies, manage risk, and expand your client base through #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.