Financial Solutions Advisor — Client Investment Planner

Bank of America on Bainbridge Island seeks a financial advisory professional to guide clients in achieving financial goals using brokerage and banking products. The role involves triaging leads, referrals, and building tailored financial plans while maintaining strong regulatory awareness.

Ideal candidates hold Series 7 & 66 (or equivalents), with at least one year in investments or financial services and a proven sales or client-management track record.

For the Financial Solutions Advisor — Client Investment Planner position at Bank of America, we are reviewing applications now.

Are you ready to take on the Financial Solutions Advisor — Client Investment Planner role at Bank of America?

We would love to welcome a new Financial Solutions Advisor — Client Investment Planner to our organisation in Bainbridge Island, WA, United States.

Step into the Financial Solutions Advisor — Client Investment Planner role at Bank of America in Bainbridge Island, WA, United States and grow with us.