Strategic Financial Planning Advisor
Job in
Lone Tree, Douglas County, Colorado, 80124, USA
Listed on 2026-08-18
Listing for:
Bank of America
Full Time, Part Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Lone Tree, CO is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. The role includes triaging leads, referrals, meeting with clients, building financial plans, and recommending brokerage products.
Licensing requirements include Series 7 and 66; minimum one year in investments; 40 hours weekly; in‑office with benefits and opportunities for growth.
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