Investment & Financial Planning Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, referrals to partners, and building financial plans using brokerage products.
Responsibilities include meeting with clients, reviewing goals, and recommending banking and investment strategies while maintaining strong regulatory compliance and ongoing licensing requirements.
We are looking to fill the Investment & Financial Planning Advisor position at Bank of America in Bonney Lake, WA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment & Financial Planning Advisor role in the description above.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
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