Strategic Financial Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
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.
The Strategic Financial Planning Advisor position in the Finance, Sales field is open for applications.
Join us at Bank of America as our next Strategic Financial Planning Advisor in Lone Tree, CO, United States.
We are currently recruiting a Strategic Financial Planning Advisor for our team in Lone Tree, CO, United States.
This is an excellent opportunity to take on the Strategic Financial Planning Advisor role at Bank of America.
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