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Wealth Planning Advisor

Job in Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listing for: Bank of America
Full Time position
Listed on 2026-09-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 52000 - 59000 GBP Yearly GBP 52000.00 59000.00 YEAR
Job Description & How to Apply Below
Location: Newcastle upon Tyne

Bank of America is seeking a driven Financial Advisor to provide tailored financial guidance. You will build plans using brokerage products and banking solutions, meeting with clients to review goals and progress.

Role requires licensing (Series 7/66 or equivalents), at least one year in investments or financial services, and the ability to work Monday through Friday with some Saturdays. Compliance with SAFE Act is required.

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