Financial Solutions Advisor | Client Wealth Planner
Listed on 2026-10-16
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is recruiting a financial advisor to deliver comprehensive advice and customized solutions to clients. The role includes triaging leads, reviewing goals, and building financial plans with brokerage products to help clients achieve their financial objectives.
Licensing requirements include Series 7 and 66 (63/65 accepted). The position emphasizes in-office attendance with role-specific flexibility and a path to professional growth within the bank.
Step into the Financial Solutions Advisor | Client Wealth Planner role at Bank of America in Phoenix, AZ, United States and grow with us.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Solutions Advisor | Client Wealth Planner role in the description above.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
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