Strategic Financial Advisor & Investment Planner

Fashion Studio Magazine; Denver (CO); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking a Financial Advisor in Denver, CO to deliver comprehensive financial guidance and customized solutions. You will triage client leads, refer to internal partners, and review goals with clients to recommend banking and investment products.

Licensing and ongoing training are required. The role involves residential mortgage consideration under SAFE Act guidelines, and compliance checks to maintain registration.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience Branding

Investment Management

Portfolio Management

Oral Communications

Risk Management

Education

Bachelor's degree

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor in Denver, CO to deliver comprehensive financial guidance and customized solutions. You will triage client leads, refer to internal partners, and review goals with clients to recommend banking and investment products.

Licensing and ongoing training are required. The role involves residential mortgage consideration under SAFE Act guidelines, and compliance checks to maintain registration.