Strategic Financial Planner & Client Advisor
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Bank of America is seeking a Financial Consultant to provide comprehensive advisory services and customized solutions to clients, helping them achieve financial goals through brokerage and banking products.
This role involves triaging leads, referring to business partners, and reviewing financial and investment goals while maintaining compliance with SAFE Act requirements for mortgage loan originations.
This opening is for the Strategic Financial Planner & Client Advisor role at Bank of America.
As a Strategic Financial Planner & Client Advisor, you will play an important part at Bank of America in Cincinnati, OH, United States.
We invite applications for the Strategic Financial Planner & Client Advisor position located in Cincinnati, OH, United States.
The following role is for a Strategic Financial Planner & Client Advisor with Bank of America.
Our organisation is growing, and we are hiring a Strategic Financial Planner & Client Advisor in Cincinnati, OH, United States.
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