Financial Planning & Investment Advisor

Bank of America; Windsor (CO); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive investment guidance and customized solutions to clients. The role includes triaging leads, meeting with clients to review goals, building financial plans, and recommending brokerage products.

The candidate must obtain required licenses and comply with SAFE Act requirements for mortgage origination where applicable. Responsibilities include planning client goals with a range of brokerage products, banking and

Qualifications

• Must hold Series 7 and 66 licenses (63/65 as alternative).
• Minimum 1 year in investments or financial services with sales experience.
• Strong relationship-building and communication skills.

Responsibilities

• Triages client leads and refers to business partners based on needs and asset thresholds.
• Meets with clients to review financial and investment goals and builds financial plans.
• Recommends banking and investment strategies aligned with client goals.
• Manages risk and regulatory due diligence as part of daily activities.
• Identifies potential clients and educates referral partners.

Skills

Series 7 licenses

Series 66 license

Sales experience

Client engagement

Regulatory compliance

Education

High School Diploma

Tools

Financial planning

Brokerage products

Job description

Bank of America is seeking a licensed financial professional to provide comprehensive investment guidance and customized solutions to clients. The role includes triaging leads, meeting with clients to review goals, building financial plans, and recommending brokerage products.

The candidate must obtain required licenses and comply with SAFE Act requirements for mortgage origination where applicable. Responsibilities include planning client goals with a range of brokerage products, banking and