Strategic Financial Solutions Consultant
Job in
Oak Creek, Milwaukee County, Wisconsin, 53154, USA
Listed on 2026-07-11
Listing for:
Bank of America
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Wisconsin–Oak Creek seeks an advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners by client needs and asset thresholds, meet with clients to review goals, build plans, and recommend banking and brokerage products.
Licensing (Series 7/66 or 63/65) and at least one year in investments or financial services are required, with a focus on building strong client relationships in a fast-paced environment.
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