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Wealth Planning Advisor

Job in Augusta, Kennebec County, Maine, 04338, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Bank of America in Augusta, ME seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. You will triage leads, refer to partners, review goals, and recommend products.

Licensing and training are required, with SAFE Act compliance for mortgage-related work. Expect to plan portfolios, manage client relationships, and grow a book of business in a strong, client‑centered environment.

We are currently recruiting a Wealth Planning Advisor for our team in Augusta, ME, United States.

The Wealth Planning Advisor position in the Finance, Sales field is open for applications.

We have an opening for a Wealth Planning Advisor in Augusta, ME, United States within Finance, Sales.

This role, Wealth Planning Advisor at Bank of America, could be your next opportunity.

Are you ready to take on the Wealth Planning Advisor role at Bank of America?

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