More jobs:
Financial Planning & Investment Advisor
Job in
Oak Creek, Milwaukee County, Wisconsin, 53154, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Oak Creek, Wisconsin is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. This position entails building financial plans, recommending investments, and guiding clients toward achieving their financial goals.
The ideal candidate will have licenses in Series 7 and 66, with a minimum of one year experience in the investments or financial services industry. Strong communication skills and the ability to manage complex client needs are essential.
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