Client-Focused Financial Solutions Advisor
Listed on 2026-10-11
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in the United States is seeking financial professionals to deliver comprehensive advice and customized financial plans. You will triage client leads, refer to business partners, and meet with clients to review goals, building plans and recommending brokerage products.
Role requires licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services sales, and a commitment to regulatory due diligence and SAFE Act registration where applicable.
The Client-Focused Financial Solutions Advisor position in the Finance, Sales field is open for applications.
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.
We appreciate your interest in this position.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).