Investment & Financial Planning Advisor
Listed on 2026-10-07
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Bank of America is seeking a licensed financial advisor to provide comprehensive client guidance and customized financial plans. You will triage leads, refer to partners, meet with clients on goals, and recommend brokerage products while completing required trainings and SAFE Act registration.
The role emphasizes relationship-building, regulatory due diligence, and proactive client engagement within a structured, in-office environment.
Consider building your career as a Investment & Financial Planning Advisor at Bank of America.
The advertised compensation is 70.000 - 80.000.
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 Investment & Financial Planning 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).