Strategic Financial Solutions Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in Portland, Oregon, is seeking a dedicated financial advisor to assist clients in achieving their financial goals. This role involves triaging client leads, reviewing financial plans, and recommending brokerage products.
Successful candidates will have Series 7 & 66 licenses and a year of experience in financial services. The position follows an in-office schedule, allowing flexibility based on role specifics.
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Full responsibilities and requirements are described in the listing above.
Learn more about the Strategic Financial Solutions Advisor role in the description above.
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