Investment Solutions Advisor: Client Planning & Growth
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Bank of America is seeking a results-driven Financial Advisor to help clients achieve their financial goals through comprehensive planning, brokerage products, and tailored banking solutions. You will triage leads, refer to partners, and meet with clients to review goals and build plans.
The role demands licensing (Series 7/66), strong relationship skills, and the ability to work Monday through Friday with rotating Saturdays in an in-office environment.
This is a great opportunity to take on the Investment Solutions Advisor:
Client Planning & Growth role at Bank of America.
The advertised compensation is 75..
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 Solutions Advisor:
Client Planning & Growth role in the description above.
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