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Financial Planning & Investment Advisor
Job in
Spokane, Spokane County, Washington, 99254, USA
Listed on 2026-09-04
Listing for:
Bank of America
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a licensed financial professional to deliver comprehensive client advice, develop financial plans, and refer services based on client needs. The role emphasizes building relationships and meeting sales goals while maintaining regulatory standards.
Responsibilities include planning goals with brokerage products, recommending strategies, triaging requests, and coaching partners. Location flexibility may apply with an in-office culture and ongoing training.
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