Client-Focused Financial Solutions Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Bank of America is seeking a financial services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build financial plans incorporating banking and investment products.
The role requires investment licenses (Series 7 & 66) and prior experience in investments or financial services.
We are seeking a motivated Client-Focused Financial Solutions Advisor to join Bank of America in Lacey, WA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client-Focused Financial Solutions Advisor role in the description above.
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