More jobs:
Strategic Wealth & Investment Advisor
Job in
Apache Junction, Pinal County, Arizona, 85220, USA
Listed on 2026-07-11
Listing for:
Bank of America
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will meet with clients, review goals, build plans, and recommend brokerage products while navigating regulatory requirements.
The role involves triaging leads, referring to partners, and expanding knowledge through required licenses and trainings. Training may begin at a local center with potential relocation to a nearby center as needed.
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