Financial Planning & Investment Advisor

ghr; Lone Tree No. 18; On-site; CAD 99,000 - 113,000; Full time

Job summary

Bank of America in Lone Tree, CO is seeking a financial advisor to deliver comprehensive guidance and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients, build financial plans, and recommend brokerage products.

The role requires licensing (Series 7 and 66 or 63/65), and at least 1 year in investments or financial services with a proven sales track record. In-office with full benefits.

Qualifications

• Must hold Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu).
• Minimum of one year in the investments industry with product knowledge.
• Minimum of one year in financial services or a sales environment with goals met.
• Ability to build and nurture relationships and collaborate across teams.
• Strong communication skills and ability to engage clients confidently.
• Willingness to work Monday–Friday with rotating Saturdays.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and refer to internal service providers as needed.
• Mitigate and control risk in daily activities.
• Identify new clients through referrals and existing client base.
• Provide coaching to partners and incorporate regulatory due diligence.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Lone Tree, CO is seeking a financial advisor to deliver comprehensive guidance and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients, build financial plans, and recommend brokerage products.

The role requires licensing (Series 7 and 66 or 63/65), and at least 1 year in investments or financial services with a proven sales track record. In-office with full benefits.