Investment & Financial Planning Advisor
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Bank of America is hiring to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners, review financial and investment goals, build plans, and recommend products.
The role requires licenses and ongoing training and may involve SAFE Act registration. Responsibilities include developing financial plans, recommending strategies, and coaching referral partners while maintaining regulatory due diligence and a client-first focus.
We are seeking a motivated Investment & Financial Planning Advisor to join Bank of America in Port Orchard, WA, United States.
The position is based in Port Orchard, WA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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