Client Solutions Advisor: Financial Planning & Investments
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
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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Financial Planning & Investments role at Bank of America?
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Financial Planning & Investments role in the description above.
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