Financial Solutions Advisor - Build Investment Plans
Job in
Tempe, Maricopa County, Arizona, 85285, USA
Listed on 2026-06-27
Listing for:
Bank of America
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Financial Services, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide tailored advice to clients helping them achieve financial goals. Responsibilities include building financial plans, recommending brokerage products, and triaging client leads based on needs. The position requires strong relationship-building skills and at least one year of experience in the financial service industry, along with Series 7 & 66 licenses.
Ideal candidates will possess excellent communication skills, adaptability, and a client-focused mindset. Strong computer skills and a collaborative spirit are essential for success in this dynamic role.
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