Investment & Financial Planning Advisor
Listed on 2026-11-01
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a financial advisor‑type role based in the United States with Series 7 & 66 licenses and a track record in investments. The role focuses on triaging client leads, building financial plans, and recommending brokerage products to help clients meet their financial goals.
Responsibilities include meeting with clients to review goals, expanding knowledge through required licenses and trainings, and coordinating with internal partners to deliver tailored solutions.
The Investment & Financial Planning Advisor role at Bank of America is now open for applications in Cambridge, England, United Kingdom.
Are you ready to take on the Investment & Financial Planning Advisor role at Bank of America?
We would love to welcome a new Investment & Financial Planning Advisor to our organisation in Cambridge, England, United Kingdom.
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