Client-Focused Financial Planner & Investment 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 provide comprehensive guidance and customized solutions. You will triage leads, refer to partners, and help clients plan their financial futures using brokerage, banking, and investment products.
This role requires completing licenses and regulatory trainings, and it complies with SAFE Act registration requirements. You will work in an in-office environment with flexibility depending on role, and may train at a center before moving
This role, Client-Focused Financial Planner & Investment Advisor at Bank of America, could be your next opportunity.
Step into the Client-Focused Financial Planner & Investment Advisor role at Bank of America in Puyallup, WA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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