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Senior Financial Advisor: Portable Client Practice
Job in
Wayzata, Hennepin County, Minnesota, 55391, USA
Listed on 2026-07-25
Listing for:
Bank of America
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Wayzata
Bank of America is seeking an experienced Financial Advisor in Wayzata, MN, with at least five years of practice to build a robust, portable client base and generate new business opportunities in a team-oriented environment.
You will deliver goals-based financial planning, maintain knowledge of planning tools, cultivate relationships with management, source prospects, and provide customized solutions using Bank of America Merrill.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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