Strategic Financial Planner & Advisor
Listed on 2026-10-11
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging client leads, referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
This position requires completing required licenses and trainings and SAFE Act registration, with background checks.
We invite applications for the Strategic Financial Planner & Advisor position located in Santa Fe, NM, United States.
We are seeking a motivated Strategic Financial Planner & Advisor to join Bank of America in Santa Fe, NM, United States.
Consider building your career as a Strategic Financial Planner & Advisor at Bank of America.
The Strategic Financial Planner & Advisor position in the Finance, Sales field is open for applications.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).