Financial Advisor: Elite Training & Growth Path

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Formulaic incentive plan

Job summary

Bank of America is seeking individuals for the Advisor Development Program as Financial Advisors in Denver, Colorado. This role involves working with high-net worth clients to identify their financial needs, develop relationships, and provide tailored investment solutions. Candidates must hold Series 7 and 66 licenses, and possess strong communication and interpersonal skills. The position offers a competitive salary range of $80,000 to $90,000 annually, with a performance-based incentive plan. Excellent training and benefits are provided, fostering professional growth in a dynamic environment.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience working in the financial service industry.
• Exceptional interpersonal and relationship building skills.
• Goal and results oriented with an entrepreneurial mindset.
• Ability to work in an environment where compensation is performance-based.
• Proven ability to engage with and influence others.

Responsibilities

• Work with high-net worth individuals to identify needs and provide financial advice.
• Build a book of business to exceed performance hurdles.
• Manage resources to run a productive practice.
• Handle inbound inquiries and recommend investment products.
• Document all client interactions 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

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Bank of America is seeking individuals for the Advisor Development Program as Financial Advisors in Denver, Colorado. This role involves working with high-net worth clients to identify their financial needs, develop relationships, and provide tailored investment solutions. Candidates must hold Series 7 and 66 licenses, and possess strong communication and interpersonal skills. The position offers a competitive salary range of $80,000 to $90,000 annually, with a performance-based incentive plan. Excellent training and benefits are provided, fostering professional growth in a dynamic environment.