Financial Solutions Advisor: Client Plans & Investments
Job in
Oak Creek, Milwaukee County, Wisconsin, 53154, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking an experienced financial advisor in Oak Creek, WI to help clients plan and meet their financial and investment goals. You will build financial plans using brokerage products and banking solutions, while recommending tailored strategies and managing relationships.
Responsibilities include meeting clients, reviewing goals, facilitating mortgage originations where appropriate, and coordinating with internal service teams to deliver customized solutions.
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