Financial Solutions Advisor — Client Planning & Investment Guidance
Job in
Dayton, Campbell County, Kentucky, 41074, USA
Listed on 2026-08-17
Listing for:
Bank of America
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in the United States seeks a career‑minded financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage and banking products.
The role involves triaging client leads, referring to internal partners, and meeting with clients to review goals and recommend suitable products, with emphasis on strong relationship building and adherence to regulatory licensing requirements.
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