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Financial Advisor / Consultant Banking & Finance

Wealth Client Relationships Specialist

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a supportive role for the Financial Advisor team in Lexington, Kentucky. Responsibilities include managing client onboarding, attending client meetings, and ensuring high levels of client satisfaction. Candidates must have relevant licenses, including Series 7 and 66 or Series 7, 63 and 65, alongside SAFE Act registration. A high school diploma is required, with strong communication and organizational skills valued.

This full-time role demands attention to detail and the capability to manage multiple tasks effectively.
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