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Strategic Investment & Financial Advisor

Job in Edmonds, Snohomish County, Washington, 98020, USA
Listing for: Bank of America
Full Time position
Listed on 2026-09-05
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America in Washington is seeking a licensed Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referrals, and building financial plans with brokerage products.

Candidates must hold Series 7 and 66 (or 63/65), have at least one year in investments, and be able to work a Monday–Friday schedule with rotating Saturdays. This market-wide posting covers multiple WA locations.

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