Strategic Financial Planner & Investments Advisor
Job in
Lawrence, Douglas County, Kansas, 66045, USA
Listed on 2026-08-07
Listing for:
Bank of America
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking an advisor to deliver comprehensive financial planning and brokerage solutions. The role involves triaging leads, reviewing goals with clients, and partnering with internal teams to tailor financial plans and banking products.
The position requires licenses (Series 7/66) and regulatory compliance, with mortgage license considerations as applicable. The role emphasizes relationship-building, sales excellence, and delivering client-centered advice in a structured
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