Financial Solutions Advisor — Client-Centric Wealth Planning
Listed on 2026-10-06
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America in Chandler, AZ is seeking a Merrill Participant Services Financial Solutions Advisor to engage participants in goals-based conversations and provide education on investments within a Bank of America/Merrill framework. This role supports clients transitioning across employment stages and builds long-term relationships in a contact center setting.
You will develop financial plans using brokerage products (stocks, bonds, funds, annuities) and coordinate with partners to meet client
This role is for the Financial Solutions Advisor — Client-Centric Wealth Planning role at Bank of America.
The position is based in Chandler, AZ, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).