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Investment & Financial Planning Advisor
Job in
Everett, Snohomish County, Washington, 98213, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time, Part Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Washington state seeks a financial relationship advisor to provide comprehensive advice and customize solutions helping clients reach financial goals. You'll triage leads, refer to partners, meet with clients, review goals, build plans, and recommend brokerage products.
Role requires licenses, customer-focused communication, and the ability to navigate regulatory requirements. Schedule typically Monday–Friday with some Saturdays, 40 hours weekly.
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