Financial Solutions Advisor - Colorado North Market

Bank of America

Denver, CO, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration if handling mortgage loans.
  • This position offers a formulaic incentive plan based on performance against defined metrics and access to industry-leading benefits.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Building strong client relationships

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65 with condition)
  • Minimum one year investments experience
  • Minimum one year financial service sales experience
  • SAFE Act background check eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter