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Client-Focused Financial Solutions Advisor
Job in
Dumfries, Dumfries and Galloway, DG1, Scotland, UK
Listed on 2026-07-23
Listing for:
Bank Of America
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank Of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role involves triaging client leads, referring to partners, and reviewing goals with clients to recommend products.
The position may involve residential mortgage loans and requires SAFE Act registration and related background checks as part of regulatory compliance. Successful candidates will obtain required licenses and trainings.
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