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Investment & Financial Planning Advisor
Job in
Issaquah, King County, Washington, 98027, USA
Listed on 2026-09-07
Listing for:
Bank of America
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Issaquah seeks a licensed financial advisor to provide tailored advice and solutions to clients, building plans and recommending brokerage products while triaging leads and coordinating referrals with partners.
Requires Series 7 and 66 (or 63/65), at least one year in investments and financial services, strong communication and relationship skills, and the ability to work Monday–Friday with rotating Saturdays in an in-office environment.
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