Financial Solutions Advisor Registration Candidate - Market Square Aurora Financial Center - Spanish Preferred
$28.85 - $33.65 per hourBank of America
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: 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, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. 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, such as 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 Required Qualifications: Aptitude in obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and collaboration Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment Executes multiple tasks simultaneously Learns and adapts to new technology or applications Desired Qualifications: Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Spanish language proficiency Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading Weekly Schedule - Monday thru Friday, rotating Saturdays Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CO - Aurora - 1175 S Havana St - Market Square Aurora FC (CO2102) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - Privacy Statement -
$28.85 - $33.65 per hour
...Bank Of America Financial Advisor At Bank of America, we are guided... ...comprehensive advice and customized solutions to clients to help them... ..., is subject to SAFE Act registration requirements. Pursuant to... ...through referrals or financial center clientele Required...Spanish language skillsHourly payTemporary workWork at officeMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the... ...advice and customized solutions to clients to help them... ...is subject to SAFE Act registration requirements. Pursuant to... ...is open for the entire market and the specific Financial Center location will be based on...Spanish language skillsTemporary workWork at officeMonday to FridayShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Omaha, Nebraska;Denver... ...customized solutions to meet client... ...risk profile and preferences Balancing investment... ...to SAFE Act registration requirements.... ...hire qualified candidates without regard...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$45k - $100k
...career as a financial advisor may be the right... ...services/markets and how they... ...and financial solutions to your clients... ...Requirements Candidates should have at... ...is strongly preferred or equivalent... ...Financial services registration, licensing,... ...are at the center of our...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$25 - $26.77 per hour
...Description As a Client Service Advisor, you will engage clients in the... ...clients to understand their financial and life priorities. You will connect clients to solutions that meet their financial goals... ...investments. Manage financial center traffic, appointments, and outbound...SuggestedHourly payShift workWeekend workDay shift$27.22 - $33.26 per hour
...make better and smarter financial decisions and... ...services, and recommending solutions based on each... ...and banking channel preferences. Identify solutions... ...level proficiency of Spanish and English. National... ...Licensing System (NMLS) registration under the terms of the...Spanish language skillsTemporary workLocal area- ...guided by a common purpose to help make financial lives better through the power of every... ...life priorities and connecting clients to solutions that meet the financial goals.... ...lending, and investments Manages financial center traffic, appointments, and outbound calls...Work at officeFlexible hoursShift workWeekend workDay shift
$41.71k - $69k
...Service Bilingual/Spanish preferred; Commerce City... ...guidance regarding financial solutions that are in the best... ...versatile branch and market team. Probes to understand... .... Canada only: Registration to sell investment... ...than directly from a candidate. Any unsolicited...Spanish language skillsContract workPart timeLocal areaImmediate startDay shift$27.22 - $33.26 per hour
...make better and smarter financial decisions and... ...services, and recommending solutions based on each... ...and banking channel preferences. Identifies solutions... ...Licensing System (NMLS) registration under the terms of the... ...level proficiency of Spanish language and English...Spanish language skillsFull timeTemporary workLocal area$19.95 - $21.72 per hour
...Service Representative - Aurora, CO The primary... ...procedures, as well as financial regulations to include... ...maintenance, and basic Service Center Control Manual... ...Retail Delivery. PREFERRED: 6+ months Sales experience... ...: Bilingual - Spanish Technical or Specialized...Spanish language skillsHourly payTemporary workWork experience placementWork at office$50k
...Join a financial services firm where... ...000 financial advisors across the U.S... ...People are at the center of our... ...training to maintain registrations and licenses... ...seeking the right solutions for clients... ...opportunities Candidate qualifications... ...licenses preferred Preferred additional...Work at officeWork from homeHome officeFlexible hours- Bank of America in Aurora, Colorado seeks a dedicated professional to provide comprehensive financial advice and customized solutions. Responsibilities include assisting clients to meet their... ...in mortgage loans. Qualified candidates should possess a high school diploma...
$23 per hour
...Service Representative in Aurora, Colorado. This role is... ...experiences by handling financial transactions, opening new... ...member inquiries. Ideal candidates will have 1-3 years of experience... ...skills, and preferably be bilingual in Spanish. The compensation is $23....Spanish language skillsHourly payFull time- Stryker Corporation is hiring a Financial Advisor in Aurora, Colorado, to provide customized financial solutions to clients. This position covers building financial plans... ...a focus on client engagement, the ideal candidate should hold relevant licenses, have experience...
$120k - $260k
...control of their financial future, and we’re... ...looking for financial solutions- and your sales... ...updates and market conditions, to provide... ...in a call center with a proven track... ...to 8:00 PM PST. Candidates must be available... ...may select their preferred schedule from the...Daily paidMonday to ThursdayFlexible hoursShift workWeekend workAfternoon shift$45.38k - $75.63k
...branch. Bilingual (Spanish) Preferred PNC is an in‑... ...thrive. We encourage candidates to connect with... ...the customer’s financial wellbeing. Drive... ...appropriate PNC solutions. Use ecosystem partnerships... ...and community centers of influence to... ...location, market data, skill, experience...Spanish language skillsWork at officeShift work$45.38k - $75.63k
...branch. Bilingual (Spanish) Preferred. Job Description... ...the customer's financial wellbeing.... ...wallet. Positions PNC solutions to drive new revenue... ...as community Centers of Influence to acquire... ..., Inc. Licenses Candidates considered for... ...location, market data and individual...Spanish language skillsWork experience placementWork at office$45.38k - $75.63k
...branch. Bilingual (Spanish) Preferred. PNC is an in‑... ...improve the customer’s financial wellbeing.... ...wallet. Positions PNC solutions to drive new... ...partnerships and community Centers of Influence to... ...Checks Candidates will be subject to... ...geographic location, market data, and...Spanish language skillsTemporary workWork at office$45.38k - $75.63k
...advantage in the markets we serve. We are... ...branch. Bilingual (Spanish) Preferred PNC is an in-... ...thrive. We encourage candidates to connect with... ...improve the customer's financial wellbeing.... ...wallet. Positions PNC solutions to drive new... ...well as community Centers of Influence to acquire...Spanish language skillsFull timeTemporary workPart timeWork experience placementWork at officeShift work- Responsibilities Recommends financial advice and guidance that align with client... ...needs. Partners with financial center leaders, performance managers, and market leaders to provide specialized... ...Skills Client Management Client Solutions Advisory Customer and Client Focus...Hourly payShift workDay shift
- ...using the latest banking solutions and cutting‑edge financial technology combined with... ...exam, FINRA Series 6, state registration (including 63 if required... ...and some evenings. Preferred qualifications, capabilities... ...coverage, on‑site wellness centers, a retirement savings...Afternoon shift
$23 - $24 per hour
...needs and offer financial solutions to help... ...within the Denver market and... ...obtain an NMLS registration within 90 days... ...as leveraging centers of influence... ...equivalent strongly preferred You are... ...California Job Candidates ( to understand... .... We are advisors, consultants,...Local areaFlexible hoursAfternoon shift- ...Function Selected candidates are intended to... ...Banker I is a Financial Center position focused... ...recommend appropriate solutions using our value... ...other approved Marketing tools to... ...financial industry preferred. Demonstrated ability... ...S.A.F.E. Act registration at the time of employment...Work experience placementWork at office
- ...the assigned market and develop and... ...LMI mortgage solutions, lender paid assistance... ...experience is preferred ~ Knowledge... ...in Spanish/English preferred... ...the Consumer Financial Protection Bureau... .... Successful candidates must also meet... ...requires SAFE registration at the time of...Spanish language skillsWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$67k - $101k
...placing qualified candidates into open... ...are local to the Aurora, CO area or are willing... ...and out of state). Preferred Qualifications:... ...Bilingual (English/Spanish) capability.... ...and supply chain solutions serving all points... ...their clinical, financial and operational outcomes...Spanish language skillsMinimum wageFull timeWork experience placementWork at officeLocal areaWorldwideRelocation- PNC Financial Services Group, Inc. is seeking a Personal Banker in Aurora, CO at the Havana/Florida branch. The role... ...service. The ideal candidate will have strong banking experience, preferably with a background in proactive... ...sales. A bilingual (Spanish) preference is noted,...Spanish language skillsFull time
$21 - $24.93 per hour
...Dental Clinic, Webb Center for Primary Care to join... ...outpatient clinic registration areas. This role... ...insurance coverage, explains financial responsibilities,... ...* Bilingual English/Spanish preferred Shift Varies (United... ...advancement. We also lead the market with a competitive...Spanish language skillsFull timeWork experience placementWork at officeImmediate startFlexible hoursShift work$65.4k - $66.1k
...Authority of the City of Aurora (AHA) is to develop... ...program Prior to hire, candidates will receive our full... ...landlord engagement, and financial assistance... ...of Social Work (MSW) preferred or equivalent combination... ...preferred. Bilingual English/Spanish preferred. Familiarity...Spanish language skillsPermanent employmentWork at officeFlexible hoursAfternoon shift$57.78k - $75k
...headquarters, the Advisor Mastery... ...Raymond James Financial Advisors. The... ...development, whether a candidate plans to be a... ...initiatives, centers of influence... ...products, solutions, and services... ...profile, and preferences. ~ Seeks... ...~ Financial markets, banking, and...ApprenticeshipTraineeshipWork experience placement- ...realtors, builders, financial advisors, and community... ...and secondary-market mortgage... ...branch and contact center teams to ensure... ...appropriate mortgage solutions. Evaluate and... ...NMLS Registration Existing referral... ...specialty products preferred. Bilingual (Spanish/English or...Spanish language skills16 hoursFull timeTemporary workWork at officeLocal areaRemote workHome office
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