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Investment & Financial Planning Advisor
Job in
Englewood, Arapahoe County, Colorado, 80151, USA
Listed on 2026-07-29
Listing for:
Bank of America
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to help clients meet their financial goals. The role involves building financial plans, recommending brokerage products, and coordinating referrals with internal partners.
Requirements include Series 7 & 66 licenses, at least 1 year in investments and financial services, and strong relationship-building skills.
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