Wealth Advisory & Investment Consultant

Bank of America; Englewood (CO); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Paid time off

Job summary

Bank of America is hiring in an in-office role focused on providing comprehensive financial advice and customized solutions to clients. You’ll triage leads, refer to partners based on client needs, and review financial and investment goals while building a personalized plan using brokerage products.

Requirements include Series 7 & 66 licenses (63/65 alternative), at least one year in investments, and strong communication.

Qualifications

• Requires Series 7 & 66 licenses or equivalent (63/65 as allowed) and ongoing license maintenance.
• Minimum one year experience in investments or financial services with sales exposure.
• Strong Relationship Building and goal-oriented mindset.
• Ability to navigate regulatory requirements and due diligence.

Responsibilities

• Plan client financial goals and develop plans using brokerage and banking products.
• Recommend investment strategies aligned with client objectives and risk tolerance.
• Triaging client leads and referrals to internal partners based on needs and assets.
• Maintain regulatory compliance and support SAFE Act requirements in daily work.
• Build and nurture client relationships while meeting knowledge-based licensing requirements.
• Collaborate with colleagues to deliver comprehensive financial solutions.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Client Management

Written Communications

Education

High School Diploma

Job description

Bank of America is hiring in an in-office role focused on providing comprehensive financial advice and customized solutions to clients. You’ll triage leads, refer to partners based on client needs, and review financial and investment goals while building a personalized plan using brokerage products.

Requirements include Series 7 & 66 licenses (63/65 alternative), at least one year in investments, and strong communication.