Holistic Investment & Banking Advisor

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

Job summary

Bank of America is hiring a financial professional in Lakewood, CO, to deliver tailored advice and brokerage solutions. You will triage leads, review client goals, and build comprehensive financial plans with stocks, bonds, mutual funds, annuities, and banking options.

The role requires active licenses (Series 7/66 or equivalents), 1+ year in investments, and a strong focus on relationship-building, regulatory due diligence, and collaborative teamwork.

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 equivalents).
• Minimum of one year in investments and financial services with sales experience.
• Strong relationship-building and communication skills.
• Ability to plan financial goals using brokerage products and banking services.
• Comfort with regulatory due diligence and fast-paced environments.

Responsibilities

• Triages client leads and referrals to appropriate partners.
• Meets with clients to review financial and investment goals and builds financial plans.
• Recommends brokerage products and banking solutions aligned with client needs.
• Applies licenses and trainings to comply with SAFE Act requirements where applicable.
• Coaches partners and supports discovery and referrals to grow client assets.

Skills

Client relationship management

Advisory

Investment products knowledge

Communication skills

Time management

Sales orientation

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a financial professional in Lakewood, CO, to deliver tailored advice and brokerage solutions. You will triage leads, review client goals, and build comprehensive financial plans with stocks, bonds, mutual funds, annuities, and banking options.

The role requires active licenses (Series 7/66 or equivalents), 1+ year in investments, and a strong focus on relationship-building, regulatory due diligence, and collaborative teamwork.