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Investment & Financial Planning Advisor — West Valley
Job in
Prescott Valley, Yavapai County, Arizona, 86314, USA
Listed on 2026-08-10
Listing for:
Bank of America
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking an Investment Advisor who provides comprehensive guidance and customized solutions to help clients reach their financial goals. You will triage client leads, meet with clients to review objectives, build a financial plan, and refer to internal partners based on client needs and asset thresholds.
You will apply licenses required for SAFE Act compliance, cultivate relationships with existing clients, identify new opportunities, and manage risk while delivering
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