Wealth Planner: Client-Focused Financial Strategy
Job in
Tacoma, Pierce County, Washington, 98417, USA
Listed on 2026-06-15
Listing for:
Bank of America
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in Tacoma is looking for a Financial Advisor to provide comprehensive financial planning solutions, identify investment opportunities, and foster internal relationships. Responsibilities include leveraging financial data, engaging in client meetings, and maintaining client information.
The ideal candidate will have strong analytical skills, a solid understanding of Wealth Management products, and superior relationship management skills. The position offers competitive compensation and is eligible for incentives based on performance.
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