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Investment Planning & Brokerage Expert
Job in
Maricopa, Pinal County, Arizona, 85239, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
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 to help them achieve financial goals. You will triage leads, refer to partners based on client needs and assets, meet with clients to review goals, build a financial plan, and recommend brokerage products.
You will complete required licenses and trainings and comply with SAFE Act requirements. The role includes planning with clients using a range of brokerage products, collaborating
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