Strategic Investment & Financial Planner
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Bank of America in the United States seeks a client advisor to provide comprehensive financial guidance, review goals, and recommend brokerage and banking solutions. The role focuses on building trusted client relationships and coordinating with internal partners to tailor plans that meet asset thresholds.
Candidates should hold Series 7 and 66 licenses or equivalents, have at least one year in investments, and be ready for a Monday–Friday schedule with rotating Saturdays.
This position is for the Strategic Investment & Financial Planner role at Bank of America.
The following role is for a Strategic Investment & Financial Planner with Bank of America.
Our group is growing, and we are hiring a Strategic Investment & Financial Planner in Seattle, WA, United States.
This role is for the Strategic Investment & Financial Planner role at Bank of America.
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