Investment Consultant II — Client Investment Advisor
Job in
Riverside, Montgomery County, Ohio, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America seeks an Investment Consultant II to provide financial guidance to prospects and self-directed investors, handling inbound and outbound calls, and deepening client relationships through a disciplined approach. The role emphasizes knowledge of investments, markets, and applicable policies, with SAFE Act registration requirements and a focus on high client satisfaction.
You will educate clients on products and trading strategies, manage trade executions and research client
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