Accounting & Finance

Financial Planning & Investment Advisor

ghr

Lone Tree No. 18 · Sk · Canada

Bank of America in Lone Tree, CO is seeking a financial advisor to deliver comprehensive guidance and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients, build financial plans, and recommend brokerage products.

The role requires licensing (Series 7 and 66 or 63/65), and at least 1 year in investments or financial services with a proven sales track record. In-office with full benefits.

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Reference: WJ-291_11346683

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