Business & FinanceOn site
Wealth Planner
Bank of AmericaGreenwood Village, CO
$52,000–96,000/yr
Posted Sep 23, 2026
What you’d do
Support Merrill financial advisors and their client teams in delivering goals-based wealth management, including retirement, education and legacy planning. Full time role in Greenwood Village. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- Series 7, 63/65 or 66 or equivalent
- SAFE ACT registration; ADV-2B required
- CFP or CPWA designation and/or firm approved designation
- All state registrations held by supported advisors
- Client experience delivery
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