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Client Solutions Advisor: Financial Planning & Investments
Job in
Rogers, Benton County, Arkansas, 72758, USA
Listed on 2026-08-16
Listing for:
Bank of America
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America seeks an experienced client solutions advisor to help clients reach financial goals through comprehensive planning and tailored investment strategies. The role involves triaging leads, referrals to banking partners, and meeting with clients to review goals and recommend products, with licensing and SAFE Act compliance requirements.
The position emphasizes building trusted client relationships, delivering tailored financial plans, and collaborating with banking and investment
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