Financial Advisor: Elite Training & Growth Path

Bank of America; Boulder (CO); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a Financial Advisor for the Advisor Development Program in Boulder, Colorado. This role involves working with high-net-worth individuals, building client relationships, and delivering tailored financial recommendations. Candidates must hold Series 7 & 66 licenses and possess strong communication and interpersonal skills. The program provides comprehensive training, mentoring, and development opportunities to grow both professionally and personally, with a competitive salary range and benefits.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry or sales.
• Proven ability to engage with clients and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Collects necessary client profile data to open accounts.
• Serves as interim Financial Advisor, providing product recommendations.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Client Investments Management

Portfolio Analysis

Risk Management

Active Listening

Client Solutions Advisory

Emotional Intelligence

Referral Management

Trading

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking a Financial Advisor for the Advisor Development Program in Boulder, Colorado. This role involves working with high-net-worth individuals, building client relationships, and delivering tailored financial recommendations. Candidates must hold Series 7 & 66 licenses and possess strong communication and interpersonal skills. The program provides comprehensive training, mentoring, and development opportunities to grow both professionally and personally, with a competitive salary range and benefits.