Investment & Financial Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a client‑focused financial professional to provide comprehensive financial advice and customized solutions. You will triage leads, meet with clients to review goals, build financial plans, and recommend brokerage products to help clients reach their financial objectives.
The role requires Series 7 and 66 licenses, strong relationship skills, and the ability to work Monday through Friday with rotating Saturdays in an in‑office environment.
Join us at Bank of America as our next Investment & Financial Planning Advisor in New York, NY, United States.
Join Bank of America and contribute to our ongoing work.
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This posting is for the Investment & Financial Planning Advisor role at Bank of America, based in New York, NY, United States.
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