Wealth & Financial Planning Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a motivated Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them pursue financial goals. You will triage leads, partner with business units, review goals with clients, and build detailed financial plans that may include brokerage products and mortgage considerations.
Successful candidates hold current Series 7/66 licenses, bring at least one year of investments experience, and demonstrate strong client relationships,
We are seeking a motivated Wealth & Financial Planning Advisor to join Bank of America in Latham, NY, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth & Financial Planning Advisor role in the description above.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
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