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Investment & Financial Planning Advisor

Job in Newcastle, King County, Washington, USA
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: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America is hiring in the United States for a role that provides comprehensive financial advice and customized solutions to clients. The position includes building financial plans, reviewing goals, and recommending brokerage products while meeting license and training requirements.

Responsibilities include planning client goals, triaging requests, and referring to internal partners. The role requires regulatory diligence and the ability to work Monday through Friday with rotating

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