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Strategic Financial Solutions Advisor
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-08-09
Listing for:
Bank of America
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to help clients reach financial goals. You will triage leads, refer to partners by asset thresholds, meet with clients to review goals, build plans, and recommend brokerage products.
Licensing and ongoing training are required. The role may involve residential mortgage-related duties with SAFE Act registration, and some in-office attendance with role-based flexibility.
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