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Financial Consultant

Investment Consultant II: Client Solutions & Trading

Job in Lincoln, Providence County, Rhode Island, 02865, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Lincoln is seeking an Investment Consultant to provide financial guidance and support to prospects and self-directed investors. The successful candidate will assist clients with investment strategies and ensure a high level of client satisfaction. This role requires Series 7 and 66 certifications. Candidates must demonstrate strong communication skills and the ability to manage multiple tasks.

The position offers competitive hourly pay and benefits, along with opportunities for growth and development.
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