Financial Solutions Advisor - Mortgage & Investments
Listed on 2026-10-18
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Banking & Finance
Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging client leads, referrals to partners based on needs and asset thresholds, and reviewing financial and investment goals.
Licenses and trainings are required, including SAFE Act registration for mortgage originations.
This posting is for the Financial Solutions Advisor
- Mortgage & Investments role at Bank of America, based in Lexington, KY, United States.
Are you ready to take on the Financial Solutions Advisor
- Mortgage & Investments role at Bank of America?
We would love to welcome a new Financial Solutions Advisor
- Mortgage & Investments to our group in Lexington, KY, United States.
For the Financial Solutions Advisor
- Mortgage & Investments position at Bank of America, we are reviewing applications now.
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