Strategic Financial Solutions Advisor
Job in
Forest Hills, Sedgwick County, Kansas, USA
Listed on 2026-08-21
Listing for:
Bank of America
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, 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 financial goals. The role includes triaging client leads, referrals to business partners, and reviewing goals to recommend products, with required licenses and trainings.
Responsibilities include building financial plans with brokerage products, recommending banking and investment strategies, and engaging new clients through referrals or
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