Financial Planning & Advisory Specialist

Bank of America; Denver (CO); In loco; USD 70.000 - 80.000; Tempo pieno

Descrizione del lavoro

Bank of America in Denver seeks a Financial Advisor to provide comprehensive guidance to clients, build financial plans with brokerage products, and refer clients to partners based on needs and asset levels. The role supports residential mortgage licensing expectations and adheres to SAFE Act requirements.

Candidates should hold Series 7 and 66 (or 63/65) and have at least one year of investments experience in financial services or sales.

Competenze

• Hold Series 7 and 66 (or 63/65 in lieu).
• Minimum 1 year of investments experience.
• Experience in financial services sales or a goal-driven environment.
• Demonstrates strong communication and relationship-building skills.
• Follows regulatory due diligence and compliance requirements.

Mansioni

• Plan clients' short- and long-term financial goals with brokerage products.
• Triages client requests and refers to internal service providers based on needs.
• Builds financial plans and recommends banking/investment strategies.
• Mitigates risk as part of daily activities and maintains compliance.
• Proactively engages potential new clients through referrals and existing clients.

Conoscenze

Series 7/66 licenses

Client relationship building

Financial planning

Referrals to partners

Sales driven

Regulatory compliance

Formazione

High School Diploma

Descrizione del lavoro

Bank of America in Denver seeks a Financial Advisor to provide comprehensive guidance to clients, build financial plans with brokerage products, and refer clients to partners based on needs and asset levels. The role supports residential mortgage licensing expectations and adheres to SAFE Act requirements.

Candidates should hold Series 7 and 66 (or 63/65) and have at least one year of investments experience in financial services or sales.