Strategic Investment & Financial Solutions Advisor
Listed on 2026-09-22
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Bank of America is seeking an experienced financial professional to provide comprehensive advice and tailored solutions to clients, helping them reach their financial goals. The role involves triaging client leads, referring to partners, meeting with clients, building financial plans, and recommending brokerage products.
Responsibilities include planning with clients, suggesting banking and investment strategies, managing referrals, mitigating risk, and expanding the client base through
We invite applications for the Strategic Investment & Financial Solutions Advisor position located in KS, United States.
Learn more about the Strategic Investment & Financial Solutions Advisor role in the description above.
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