Financial Solutions Advisor: Licensing & Client
Job in
Dayton, Montgomery County, Ohio, 45444, USA
Listed on 2026-09-09
Listing for:
Bank of America
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States seeks a dedicated financial advisor to help clients achieve their financial goals through tailored solutions. You will triage leads, refer to partners as needed, and review goals with clients to recommend products.
You will also pursue new clients via referrals and center clientele to grow business. Ideal candidates hold the SIE and a bachelor’s degree, with experience in client relationships and a results-driven mindset in a fast-paced environment.
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