Wealth & Investment Advisor: Client-Focused Solutions
Job in
Snohomish, Snohomish County, Washington, 98291, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
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 leads, referring to business partners based on client needs, meeting with clients to review goals, building financial plans, and recommending brokerage products.
Ongoing licenses and SAFE Act training are required. The position involves planning clients' short- and long-term financial goals, offering banking and
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