Investment Consultant II — Brokerage & Client Advisory
Job in
Lincoln, Providence County, Rhode Island, 02865, USA
Listed on 2026-06-18
Listing for:
Bank of America
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
Bank of America is hiring for the Investment Consultant II role responsible for guiding prospects and self-directed investors in their financial journeys. This position emphasizes relationship-building, resolving client issues, and meeting performance goals through a disciplined approach.
Ideal candidates should have Series 7 and 66 (or willingness to obtain), a passion for financial markets, and strong customer service skills. The role offers an hourly pay rate between $26.44 – $36.06, based on experience, education, and skill set.
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