Strategic Financial Planning Advisor
Job in
Mount Vernon, Skagit County, Washington, 98273, USA
Listed on 2026-08-12
Listing for:
Bank of America
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America seeks a financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking services.
Responsibilities include triaging client leads, referrals, and building financial plans. Licenses (Series 7/66 or 63/65) and industry experience are required, with ongoing licensing and trainings. SAFE Act registration applies. Benefits eligible.
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