Client-Focused Financial Advisor
Job in
North Kingstown, Washington County, Rhode Island, 02852, USA
Listed on 2026-09-03
Listing for:
Bank of America
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in the United States seeks a Financial Advisor to help clients reach financial goals by offering personalized advice and solutions. The role includes triaging client leads, referring to partners, and reviewing goals with clients.
Candidates should pursue required licenses, build relationships, and deliver investment and banking guidance. This position supports in-office collaboration, with flexibility based on role and business needs, and offers benefits if eligible.
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