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 relationship building skills

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 relationship building skills

Nice-to-have

  • Certified Financial Planner designation preferred
  • Strong computer multitasking abilities
  • Three years sales environment experience

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65 with passing score within 60 days)
  • Minimum one year in investments industry
  • Minimum one year in financial service or sales environment
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter