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Strategic Financial Solutions Advisor
Job in
Dayton, Montgomery County, Ohio, 45444, USA
Listed on 2026-08-14
Listing for:
Bank of America
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States seeks an investment-focused advisor to deliver personalized financial plans and brokerage recommendations. You will triage leads, refer to partners, and meet clients to review goals and assets, building plans and recommending products to help clients reach their objectives.
You will engage in regulatory training, obtain required licenses, and work within a team that prioritizes client success and risk management.
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