Client-Focused Investment & Financial Planning Advisor
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-07-03
Listing for:
Bank of America
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions.
Responsibilities involve triaging client leads, reviewing goals, and recommending brokerage products. A minimum of one year’s experience in the financial services industry is required alongside necessary licensing.
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