Strategic Financial Planning Advisor

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

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America in Lone Tree, CO is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. The role includes triaging leads, referrals, meeting with clients, building financial plans, and recommending brokerage products.

Licensing requirements include Series 7 and 66; minimum one year in investments; 40 hours weekly; in‑office with benefits and opportunities for growth.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 alternative).
• Minimum 1 year in investments with product knowledge.
• Minimum 1 year in financial services or a sales environment with goals.
• Strong relationship-building, communication, and team collaboration.

Responsibilities

• Plan clients' short and long‑term financial goals with brokerage products (stocks, bonds, mutual funds, annuities) and banking/managed solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal partners based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Lone Tree, CO is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. The role includes triaging leads, referrals, meeting with clients, building financial plans, and recommending brokerage products.

Licensing requirements include Series 7 and 66; minimum one year in investments; 40 hours weekly; in‑office with benefits and opportunities for growth.