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Wealth Advisor High-Net-Worth Clients Solutions

Job in Arvada, Jefferson County, Colorado, 80004, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-09-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 150000 USD Yearly USD 80000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor for High-Net-Worth Clients | Growth & Solutions

Bank of America is seeking a financial advisor to identify client needs, build relationships, and deliver comprehensive investment recommendations. You will collaborate with Merrill Advisor Teams to promote growth and develop a book of business, while sourcing clients through referrals and networking.

The role requires Series 7 & 66 licenses, a customer-focused approach, and the ability to meet performance goals. Proficiency with Salesforce and MS Office is expected.

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