Investment & Financial Planning Advisor
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a licensed financial professional to provide comprehensive financial guidance, triage client leads, and refer to internal partners based on asset thresholds. The role focuses on building financial plans and recommending brokerage products while maintaining regulatory compliance.
Qualified candidates hold Series 7 and 66 licenses (or 63/65) with at least one year in investments and five with strong relationship-building and a results-driven mindset.
We would love to welcome a new Investment & Financial Planning Advisor to our organisation in Monroe, LA, United States.
The position is based in Monroe, LA, United States.
This opportunity is part of our work in Finance, Sales.
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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