Personal Finance & Investment Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America in the United States seeks a financial advisor to help clients plan and reach their financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals.
Candidates should pursue the required licenses and demonstrate the ability to manage a busy
This posting is for the Personal Finance & Investment Advisor role at Bank of America, based in Santa Fe, 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 Personal Finance & Investment Advisor role in the description above.
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