Financial Solutions Advisor | Client Wealth & Plans
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Banking & Finance
Bank of America is seeking a client-focused financial advisor in the Kirkland area to help clients achieve financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.
You will complete required licenses and training, including potential SAFE Act or FINRA steps where applicable. Responsibilities include building financial plans with brokerage products, recommending banking and investment strategies, and contacting new clients
Join us at Bank of America as our next Financial Solutions Advisor | Grow Client Wealth & Plans in Kirkland, WA, United States.
This is an excellent opening to take on the Financial Solutions Advisor | Grow Client Wealth & Plans role at Bank of America.
As a Financial Solutions Advisor | Grow Client Wealth & Plans, you will play an important part at Bank of America in Kirkland, WA, United States.
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