Client Wealth & Financial Solutions Advisor

Bank of America; Highlands Ranch (CO); Sur place; USD 70 000 - 80 000; Plein temps

Avantages offerts par ce poste

Industry-leading benefits

Paid time off

Wellness resources

Résumé du poste

Bank of America is seeking a financial advisor-focused role to help clients achieve their financial goals through comprehensive planning and brokerage product recommendations. You will triage client leads, refer to partners, conduct reviews, and build tailored plans that incorporate banking and investment solutions.

The position requires registrations, strong relationship skills, and the ability to navigate a fast-paced environment with a Monday–Friday schedule and rotating Saturdays.

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 in lieu)
• Minimum 1 year in investments with knowledge of products
• Minimum 1 year in financial services or sales with goals
• Able to set and meet goals, build relationships, and collaborate
• Willing to work Monday–Friday with rotating Saturdays

Responsabilités

• Plan clients' short- and long-term financial goals via brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or existing clientele
• Provide coaching and feedback to referral partners

Connaissances

Account management

Advisory

Client focus

Communication

Active listening

Detail oriented

Risk management

Relationship building

Pipeline management

Written communication

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America is seeking a financial advisor-focused role to help clients achieve their financial goals through comprehensive planning and brokerage product recommendations. You will triage client leads, refer to partners, conduct reviews, and build tailored plans that incorporate banking and investment solutions.

The position requires registrations, strong relationship skills, and the ability to navigate a fast-paced environment with a Monday–Friday schedule and rotating Saturdays.