Strategic Wealth & Investment Advisor
Job in
Louisville, Blount County, Tennessee, 37777, USA
Listed on 2026-06-27
Listing for:
Bank of America
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance, Financial Services
Job Description & How to Apply Below
Bank of America is seeking a dedicated financial advisor to provide personalized financial advice and customized solutions. You'll engage with clients to develop financial plans using brokerage products, triage client requests, and develop strong client relationships.
The ideal candidate should have strong communication skills, regulatory knowledge, and at least one year of experience in the financial services industry. The position requires current Series 7 and 66 licenses, with preference given to candidates having additional designations such as CFP or CRPC.
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