Financial Solutions Advisor & Investment Planner
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America seeks a financial advisor to provide tailored financial planning and investment guidance. The role involves triaging client leads, making referrals, and meeting with clients to review goals and recommend products, with potential mortgage origination responsibilities subject to SAFE Act registration.
The position emphasizes strong client relationship skills, licenses, and continuous learning in a fast-paced environment.
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