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Strategic Wealth Planner & Advisory Specialist
Job in
Oak Brook, DuPage County, Illinois, 60523, USA
Listed on 2026-08-23
Listing for:
Bank of America
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management division seeks a skilled Financial Advisor to collaborate with FA teams, delivering comprehensive financial planning solutions and investment guidance to clients and institutions. The role emphasizes data-driven planning, cross‑functional coordination, and adherence to regulatory standards within an in-office, client‑facing setting.
Key responsibilities include identifying opportunities, gathering data to craft plans, and building trusted relationships
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