Investment & Financial Planning Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a client-focused financial advisor to develop tailored financial plans and recommend brokerage products to help clients achieve their goals. You will triage leads, collaborate with partners, and build strong client relationships in a fast-paced, in-office environment.
The role requires relevant licenses (Series 7 & 66 or 63/65) and at least one year in the investments or financial services field. A professional sales background and drive to meet targets are preferred.
This posting is for the Investment & Financial Planning Advisor role at Bank of America, based in Olympia, WA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment & Financial Planning Advisor role in the description above.
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