Wealth Planner & Investment Solutions Advisor
Listed on 2026-10-06
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners based on client needs, meet with clients to review goals, and build financial plans with brokerage products including stocks and funds.
The role requires active licenses (Series 7/66) and relevant investments experience, with a focus on client relationships, risk management, and regulatory due diligence.
This posting is for the Wealth Planner & Investment Solutions Advisor role at Bank of America, based in North Kingstown, RI, United States.
Take a moment to read everything above and see whether this role is right for you.
We are looking to fill the Wealth Planner & Investment Solutions Advisor position at Bank of America in North Kingstown, RI, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).