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Holistic Investment & Banking Advisor

Job in Lakewood, Jefferson County, Colorado, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America is hiring a financial professional in Lakewood, CO, to deliver tailored advice and brokerage solutions. You will triage leads, review client goals, and build comprehensive financial plans with stocks, bonds, mutual funds, annuities, and banking options.

The role requires active licenses (Series 7/66 or equivalents), 1+ year in investments, and a strong focus on relationship-building, regulatory due diligence, and collaborative teamwork.

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