Strategic Financial Planning Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
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.
The following position is for a Strategic Financial Planning Advisor with Bank of America.
We would love to welcome a new Strategic Financial Planning Advisor to our team in Mount Vernon, WA, United States.
For the Strategic Financial Planning Advisor position at Bank of America, we are reviewing applications now.
Step into the Strategic Financial Planning Advisor role at Bank of America in Mount Vernon, WA, United States and grow with us.
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