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Strategic Life-Planning Financial Advisor
Job in
Riverside, Montgomery County, Ohio, USA
Listed on 2026-08-17
Listing for:
Bank of America
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America’s Life Services team in Riverside focuses on guiding beneficiaries through informed financial decisions when inheriting assets. Financial Solutions Advisors engage clients in goals-based discussions, deliver education on assets and provide solutions for a financially secure future.
The role involves end-to-end client experience, financial guidance, and deep product knowledge. The team aligns with the Bank of America and Merrill offering model, collaborates with partners, and
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