Strategic Financial Solutions Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to partners based on needs and asset thresholds, and meeting with clients to review goals and build financial plans.
Licensing, ongoing training, and SAFE Act compliance are required. The position emphasizes relationship-building, regulatory due diligence, and collaboration with internal partners
The Strategic Financial Solutions Advisor position in the Finance, Sales field is open for applications.
The advertised compensation is 70.000 - 80.000.
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 Strategic Financial Solutions Advisor role in the description above.
We appreciate your interest in this position.
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