Strategic Financial Planner & Investment Advisor
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-09-04
Listing for:
Bank of America
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financially skilled professional to provide comprehensive advisory services and customized solutions to clients, helping them meet financial goals. The role centers on triaging leads, making referrals, and reviewing goals with clients to build and adjust financial plans using brokerage products.
Licensing (Series 7/66 or equivalents) and at least 1 year in investments or financial services with a sales track record are required.
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