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Investment & Financial Planning Advisor
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-07-20
Listing for:
Bank of America
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Center Advisor to deliver comprehensive financial guidance and customized solutions to clients, helping them reach their goals. You will triage leads, refer to internal partners, and build financial plans using brokerage products while meeting regulatory requirements.
Responsibilities include client goal planning, recommending banking and investment strategies, and coaching referral partners.
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