Client Wealth Advisor — Colorado North Market

Bank of America; Lafayette (CO); On-site; USD 50,000 - 75,000; Full time

Job summary

A leading financial institution in Colorado is looking for a dedicated Financial Advisor to work closely with clients on their financial goals. The role involves creating tailored financial plans, recommending strategies, and building strong client relationships. Candidates should have excellent communication skills and be driven to deliver great client experiences. This full-time position requires managing a rotating schedule and adapting to technology as needed. Opportunities for training and professional growth are provided.

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.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investments strategies that align with client financial goals.
• Triages client requests and makes referrals to appropriate internal service providers.
• Identifies and engages potential new clients through referrals.

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

Education

High School Diploma / GED / Secondary School

Job description

A leading financial institution in Colorado is looking for a dedicated Financial Advisor to work closely with clients on their financial goals. The role involves creating tailored financial plans, recommending strategies, and building strong client relationships. Candidates should have excellent communication skills and be driven to deliver great client experiences. This full-time position requires managing a rotating schedule and adapting to technology as needed. Opportunities for training and professional growth are provided.