Wealth Planning Advisor — Build Financial Plans
Job in
Edmonds, Snohomish County, Washington, 98020, USA
Listed on 2025-12-09
Listing for:
Bank of America
Full Time
position Listed on 2025-12-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A prominent financial institution is seeking a qualified candidate to provide financial advice and manage investment strategies for clients. You will work to help clients achieve financial goals through your expertise in transactions and investments. Candidates must possess Series 7 and 66 licenses and have demonstrated experience in the financial services sector. This position is located in Edmonds, WA and offers a salary range of $70,000 to $80,000.
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