Investment & Financial Planning Advisor
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a financial services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products, with required licenses and training under SAFE Act.
The position emphasizes staying compliant, coordinating with service providers, and maintaining strong client relationships
We are seeking a motivated Investment & Financial Planning Advisor to join Bank of America in Rio Rancho, NM, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment & Financial Planning Advisor role in the description above.
We appreciate your interest in this position.
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