Investment & Financial Planning Advisor
Listed on 2026-10-21
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America in Washington state seeks a financial advisor to provide comprehensive advice and customized solutions to clients to help achieve their financial goals. You will triage leads, refer to partners based on client needs and assets, meet with clients to review goals, build financial plans, and recommend brokerage products.
The role requires Series 7 and 66 licenses (63/65 in lieu), at least one year in investments, and a background in financial services or sales with proven
We have an opening for a Investment & Financial Planning Advisor in Snohomish, WA, United States within Finance, Sales.
We invite applications for the Investment & Financial Planning Advisor position located in Snohomish, WA, United States.
The following role is for a Investment & Financial Planning Advisor with Bank of America.
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