Client-Focused Investment & Financial Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
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.
For the Client-Focused Investment & Financial Planning Advisor position at Bank of America, we are reviewing applications now.
All applications are reviewed carefully by our team.
The position is based in Bellevue, WA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 70.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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