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Financial Planning & Investment Advisor
Job in
Lynnwood, Snohomish County, Washington, 98037, USA
Listed on 2026-08-12
Listing for:
Bank of America
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a client-focused financial professional to provide comprehensive advice and tailored solutions to clients, including planning with stocks, bonds, mutual funds, annuities, and banking products.
The role involves triaging leads, referrals to internal partners, and building financial plans aligned with client goals. Compliance with regulatory requirements and SAFE Act registration is essential.
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