Strategic Financial Planner & Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a financial advisor to provide comprehensive guidance and customized wealth solutions. You will triage client leads, review financial goals, and build plans using brokerage products and banking services.
Expect to obtain required licenses and complete trainings, with SAFE Act obligations for residential mortgage origination. Key duties include meeting clients, building financial plans, and referring to partners based on asset thresholds while ensuring compliance and
The Strategic Financial Planner & Investment Advisor position in the Finance, Sales field is open for applications.
This role is for the Strategic Financial Planner & Investment Advisor role at Bank of America.
We are seeking a motivated Strategic Financial Planner & Investment Advisor to join Bank of America in Chandler, AZ, United States.
Consider building your career as a Strategic Financial Planner & Investment Advisor at Bank of America.
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