Client-Focused Financial Planning & Investment Advisor
Job in
Iowa, Calcasieu Parish, Louisiana, 70647, USA
Listed on 2026-08-15
Listing for:
Bank of America
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized investment solutions. The role involves triaging client leads, coordinating with internal partners, and meeting with clients to review goals and develop financial plans.
Candidates should hold the Series 7 and 66 licenses (or 63/65) with relevant sales experience in a regulated environment, and demonstrate strong relationship-building and communication skills to help clients achieve
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