Strategic Financial Solutions Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Bank of America is seeking a dedicated professional to provide comprehensive financial guidance and customized brokerage solutions. You will triage leads, refer to partners by client needs and assets, and meet with clients to review goals and build a plan.
You will complete required licenses and trainings to stay compliant with SAFE Act rules for residential mortgage originations. The role emphasizes building client relationships, collaborating with partners, and guiding clients toward suitable
This role is for the Strategic Financial Solutions Advisor role at Bank of America.
Learn more about the Strategic Financial Solutions Advisor role in the description above.
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