Wealth & Investment Solutions Advisor

Bank of America; Brighton (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Job summary

Bank of America is seeking a financial professional to advise clients and build customized financial plans using brokerage products and banking solutions. You will triage leads, refer to partners, and meet regulatory requirements, including SAFE Act considerations for mortgage-related activities.

The role emphasizes strong client engagement, goal-driven strategies, and risk-aware execution within an in-office structure with some flexibility by role.

Qualifications

• Series 7 and 66 licenses held or equivalent (63/65 as substitute).
• Minimum 1 year in investments with product knowledge.
• Minimum 1 year in financial services or sales with targets met.
• Ability to set goals, build relationships and collaborate.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to goals.
• Triages client requests and refers to internal service providers as needed.
• Mitigate risk as part of daily activities.
• Identify and engage potential new clients via referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma

Job description

Bank of America is seeking a financial professional to advise clients and build customized financial plans using brokerage products and banking solutions. You will triage leads, refer to partners, and meet regulatory requirements, including SAFE Act considerations for mortgage-related activities.

The role emphasizes strong client engagement, goal-driven strategies, and risk-aware execution within an in-office structure with some flexibility by role.