Financial Advisor: Elite Training & Growth Path

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Resources and support for employees

Job summary

Bank of America is seeking a Financial Advisor in Colorado Springs, Colorado. This role involves developing financial strategies and recommendations for high-net worth clients while managing client relationships and utilizing a consultative approach. Candidates must have Series 7 & 66 licenses and a minimum of one year’s experience in financial services. The position boasts a competitive salary range of $80,000 - $90,000, with opportunities for performance-based incentives and comprehensive benefits.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Proven ability to engage with and influence others.
• Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility.
• Goal and results oriented.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Serves as interim Financial Advisor, providing recommendations of investment products.
• Documents all client interactions and opportunities within Salesforce accurately.

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 and/or a minimum of one year of financial services industry or sales experience

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking a Financial Advisor in Colorado Springs, Colorado. This role involves developing financial strategies and recommendations for high-net worth clients while managing client relationships and utilizing a consultative approach. Candidates must have Series 7 & 66 licenses and a minimum of one year’s experience in financial services. The position boasts a competitive salary range of $80,000 - $90,000, with opportunities for performance-based incentives and comprehensive benefits.