Strategic Financial Planner & Investment Advisor
Job in
South Jordan, Salt Lake County, Utah, 84095, 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 seeks a client-focused financial advisor to help clients reach their financial goals, triaging leads and coordinating with partners to deliver tailored solutions. You will review client objectives, recommend banking and investment products, and expand the client base through referrals and active networking at the financial center.
This in-office role requires required licenses, strong communication, and the ability to manage multiple tasks in a fast-paced environment.
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