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Investment & Financial Planning Advisor

Job in Mercer Island, King County, Washington, 98040, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a driven financial advisor professional to provide comprehensive advice and customized solutions to clients. You will build financial plans, review goals, and recommend brokerage products while meeting regulatory requirements.

The role requires Series 7 and 66 licenses (or equivalent), with at least one year in investments or financial services, and a proven track record in sales and client relationship management.

We are seeking a motivated Investment & Financial Planning Advisor to join Bank of America in Mercer Island, WA, United States.

The position is based in Mercer Island, WA, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 70.000 - 80.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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