Investment & Financial Planning Advisor
Job in
Goose Creek, Jefferson County, Kentucky, USA
Listed on 2026-08-06
Listing for:
Bank of America
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in the United States is seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to business partners, meet with clients to review goals, build plans, and recommend brokerage products across stocks, bonds, and funds.
The role requires appropriate licenses (Series 7 & 66 or 63/65), and prior investment experience.
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