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Registered Financial Advisor — Client Wealth Planning
Job in
Florence, Boone County, Kentucky, 41022, USA
Listed on 2026-08-17
Listing for:
Bank of America
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging client leads, coordinating with business partners, and reviewing investment goals with clients to recommend suitable products.
You will complete required licenses and training, may handle residential mortgage loan activities under SAFE Act, and join a team focused on responsible growth,
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