Wealth & Investments Solutions Advisor

Colorado Psychiatric; Denver (CO); Presencial; USD 70 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits eligible

Resumo da oferta

Bank of America in Denver is hiring a client advisor to deliver comprehensive financial guidance and customized solutions to help clients reach their goals. The role includes triaging leads, meeting with clients, building financial plans, and referring to partners based on asset thresholds.

Licensed professionals must maintain registrations (Series 7/66 or equivalents) and complete required trainings. The position may involve residential mortgage lending duties with SAFE Act requirements, and

Qualificações

• Series 7 and 66 licenses required (or the equivalent 63/65).
• Minimum of one year in investments with product knowledge.
• Minimum of one year in financial services or sales with goals met.
• Ability to work Monday–Friday with rotating Saturdays.
• Strong relationship building and collaboration.

Responsabilidades

• Plan clients' short and long-term goals with a financial plan using brokerage products.
• Recommend banking and investment strategies aligned with goals and needs.
• Triages client requests and makes referrals based on client needs and assets.
• Mitigates and controls risk in daily activities.
• Identifies and engages potential new clients via referrals.
• Provides coaching and feedback to referral partners.

Conhecimentos

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

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Bank of America in Denver is hiring a client advisor to deliver comprehensive financial guidance and customized solutions to help clients reach their goals. The role includes triaging leads, meeting with clients, building financial plans, and referring to partners based on asset thresholds.

Licensed professionals must maintain registrations (Series 7/66 or equivalents) and complete required trainings. The position may involve residential mortgage lending duties with SAFE Act requirements, and