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Wealth Advisor High-Net-Worth Clients Solutions
Job in
Westminster, Adams County, Colorado, 80031, USA
Listed on 2026-09-05
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
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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