Financial Planning & Investment Advisor
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a licensed financial professional to advise clients, triage leads, and build tailored financial plans using brokerage products. The role emphasizes regulatory compliance, referrals to partners, and a client-centric approach to achieving financial goals.
You will review goals with clients, construct financial plans, and recommend banking and investment strategies. This position requires Series 7 & 66 licenses and at least one year in investments or financial services.
We are currently recruiting a Financial Planning & Investment Advisor for our team in Kent, WA, United States.
This is a strong opening to take on the Financial Planning & Investment Advisor role at Bank of America.
As a Financial Planning & Investment Advisor, you will play an important part at Bank of America in Kent, WA, United States.
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