Financial Solutions Advisor Registration Candidate - Aurora Plaza 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 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), US - CO - Aurora - 23930 E Smoky Hill Rd - Southlands BC (CO2101), US - CO - Aurora - 6574 S Parker Rd - Arapahoe Crossings (CO1112) 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 -
- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...referrals or financial center clientele Required Qualifications...Spanish language skillsTemporary workWork at officeMonday to FridayShift workDay shift
$70k - $80k
...purpose to help make financial lives better through the... ...advice and customized solutions to clients to help... ...is subject to SAFE Act registration requirements. Pursuant... ...the specific Financial Center location will be based... ...Transparency details US - CO - Aurora - 1175 S Havana St -...Spanish language skillsFull timeTemporary workWork at officeMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the power... ...advice and customized solutions to clients to help them achieve... ...such, is subject to SAFE Act registration requirements. Pursuant to the... ...and the specific Financial Center location will be based on business...Spanish language skillsTemporary workWork at officeMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) - Job Overview As a Financial Solutions Advisor Stage I,... ...Merrill solutions. Maintain SAFE Act registration and complete the required background... ...7&66 certification within 120 days. Preferred Qualifications Bachelor’s degree (...SuggestedHourly payImmediate start$22 - $23 per hour
...interaction to identify needs and offer financial solutions to help customers secure their... ...eveningsYou have the ability to obtain NMLS registration within 90 daysBonus points if:You are... ...Privacy Notice for California Job Candidates to understand how we collect and use...Spanish language skillsLocal areaFlexible hours$28.85 - $33.65 per hour
...Financial Solutions Advisor Merrill Wealth Management is a leading provider of... ...network. Starting at a financial center, you'll interact with... ...position is subject to SAFE Act registration requirements. Pursuant to... ...400 S FIDDLERS GREEN CIR - PLAZA TOWER ONE (CO9400)Pay and...Hourly payTraineeshipWork at officeShift workDay shift- ...FUNCTION Selected candidates are intended to... ...sales process and Financial Needs Assessment... ...recommend appropriate solutions using our value... ...by the Financial Center P&L. Provide... ...financial industry preferred. Demonstrated ability... ...S.A.F.E. Act registration at the time of...Work experience placementWork at office
$45.38k - $75.63k
...will be based in Aurora, CO. Bilingual (Spanish) preferred PNC is an in-office... .... We encourage candidates to connect with their... ...the customer's financial wellbeing. Collaborates... .... 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$44.72k - $66.13k
...will be based in Aurora, CO. Bilingual (Spanish) preferred. PNC is an in‑office... .... We encourage candidates to connect with their... ...to improve financial wellbeing. Collaborate... ...wallet. Position PNC solutions to drive new... ...partnerships and community Centers of Influence....Spanish language skillsWork experience placementWork at officeShift work$50k
...Job Overview As a financial advisor with Edward... ...training to maintain registrations and licenses in... ...the right solutions for clients Comfortable... ...opportunities Candidate qualifications... ...insurance licenses preferred Preferred... ...People are at the center of our partnership...Work at officeWork from homeHome officeFlexible hours- ...tailored to suit their financial needs. As a... ...(Private Client Advisors, Mortgage Bankers... ...6/7, state registration (including 63 or... ...some evenings Preferred qualifications, capabilities... ...grow, delivering solutions to solve all... ...and wellness centers, a retirement savings...Immediate startAfternoon shift
$45k - $100k
..., a career as a financial advisor may be the right... ...investment and financial solutions to your clients?... .../Requirements Candidates should have at... ...is strongly preferred or equivalent... ...Financial services registration, licensing, or... ...People are at the center of our...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Guiding Principles: Person Centered. We honor peoples... ...business processes, and financial stewardship. Position... ...proficiency in Spanish or ASL For complete overview... ...range, the majority of candidates are placed near the... ...6 months of licensure preferred 1 to 2 years of experience...Spanish language skillsWork experience placementWork at officeImmediate startMonday to FridayShift work
$5,000 per month
...the idea that transforming financial lives starts by giving our... ...bonus eligibility applies to candidates who apply from March 25 to... ...the base pay. The Wealth Solutions Advisor at Empower works with... ...Series 7, 63, and 65 (or 66) registrations required. ~3+ years of financial...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hours- A leading financial institution in Aurora, Colorado, is looking for a candidate to provide financial advice and solutions to clients. The ideal candidate will help clients achieve their financial goals through strategic recommendations and effective communication. Responsibilities...
$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$40.41 - $57.05 per hour
...Department: Transfer Center Schedule:... ...HSA/FSA options Financial security &... ...records with pre-registration, insurance verification... ...BLS Provider preferred. American Heart Association... ...Your Rights (Spanish) poster. Fraud... ...be extended to candidates who have...Spanish language skillsHourly payFull timeLocal areaRemote workNight shift$70k - $80k
...Description Providing comprehensive financial advice and customized solutions to clients, this role includes... ...origination and requires SAFE Act registration and background check compliance.... ...clients through referrals or financial center clientele. Provides coaching and...Temporary workMonday to FridayShift workDay shift$80k - $90k
...Advisor Development Program- Financial Advisor Merrill Wealth Management... ...customized solutions to meet client... ...profile and preferences Balancing investment... ...to SAFE Act registration requirements.... ...AVE - PALMER CENTER (CO9090), US -... ...ST - REPUBLIC PLAZA (CO1004), US -...Interim roleWork at officeLocal areaImmediate startShift workDay shift$19.29 - $28.25 per hour
...Aurora Mental Health & Recovery (AMHR... ...interactions. The ideal candidate excels in... ...-escalation is preferred, and bilingual Spanish-speaking... ...passionate about client-centered care, we invite... ...end of day financial reports,... ...verification and EHR registrations, including collection...Spanish language skillsBi-weekly payHourly payFull timeTemporary workWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftWeekday work$25 - $31.93 per hour
...purpose to help make financial lives better... ...with the breadth of solutions that Bank of America... ...provide financial center clients with both consumer... ...Manager (RM), Advisor Development Program... ...details US - CO - Aurora - 15077 E Colfax Ave - Chambers Plaza (CO1133) Pay and benefits...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$23.19 - $28.35 per hour
...to make better and smarter financial decisions and enabling the communities... ...services, and recommending solutions based on each customer's... ...needs, and banking channel preferences. Identifies solutions for... ...Mortgage Licensing System (NMLS) registration under the terms of the S.A.F...Temporary work$26.44 - $31.25 per hour
...compassionate, and client-centered care. Our mission... ..., and digital solutions as needed, we... ..., and families preferred. Training: Will... ...: Bilingual (Spanish) preferred, depending... ...Location: Aurora, Colorado (Hybrid... ...applications from candidates of all backgrounds...Spanish language skillsHourly payFull timeTemporary workImmediate startWork from homeFlexible hoursWeekend workAfternoon shift$97k - $112k
..., MultiPro Property Solutions is looking for you!... ...meet operational and financial objectives. Financial... ...Bilingual: English/Spanish strongly preferred. Sales Mindset:... ...online education center Additional Perks:... ...factors, including the candidate's location, level of...Spanish language skillsBi-weekly payFor contractorsWork at officeLocal areaFlexible hours- ...to be a modern financial community where... ...and the contact center to provide an... ...builders, financial advisors, and community... ...mortgage solutions. Evaluate and... ...experience NMLS Registration Existing referral... ...products preferred. Bilingual (Spanish/English or other...Spanish language skills16 hoursTemporary workWork at officeLocal areaRemote workHome office
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor to join their Merrill Wealth Management team in Englewood, Colorado. This role focuses... ..., and ensure compliance with all regulatory standards. Candidates should possess a bachelor's degree or relevant experience...Hourly payTraineeship- ...Clinic Opening In Aurora, CO We are excited... ...team. Bilingual (Spanish) skills are highly preferred to best serve the community... ...state-of-the-art centers focus on the... ...preparing new patient registration packets and... ...procedures and secure financial assets Maintain...Spanish language skillsWork at officeFlexible hours
$120k - $260k
...take control of their financial future, and we’re looking... ...looking for financial solutions- and your sales... ...experience in a call center with a proven track record... ...00 AM to 8:00 PM PST. Candidates must be available to work... ...may select their preferred schedule from the options...Daily paidMonday to ThursdayFlexible hoursShift workWeekend workAfternoon shift$19.5 - $23.5 per hour
...Representative (Call Center), Hybrid Job... ...for this position - candidates need to have availability... ...about transforming financial services. Our members... ...and ethical product solutions. PROCESS transactions... ...capabilities to include Spanish highly preferred. We know you might...Spanish language skillsHourly payFull timeWork at officeRemote workHome officeMonday to FridayFlexible hoursShift work1 day per week$41.71k - $69k
...advice and guidance regarding financial solutions that are in the best... ...identify financial solutions and preferred banking channels while... ...experience. * Canada only: Registration to sell investment products... ...other than directly from a candidate. Any unsolicited resumes sent...Contract workPart timeLocal areaImmediate startDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor Registration Candidate - Aurora Plaza Financial Center - Spanish Preferred. Be the first to apply!
- finance associate Aurora, CO
- financial advisor Aurora, CO
- estate planning consultant Aurora, CO
- financial planning assistant Aurora, CO
- associate corporate finance Aurora, CO
- financial planning administrator Aurora, CO
- financial planning associate Aurora, CO
- jde finance consultant Aurora, CO
- financial planner Aurora, CO
- financial counselor Aurora, CO


