Strategic Financial Planner & Investment Advisor
Listed on 2026-10-06
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
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.
Consider building your career as a Strategic Financial Planner & Investment Advisor at Bank of America.
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 Strategic Financial Planner & Investment Advisor role in the description above.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
(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).