Client‑Centric Financial Planning Advisor
Job in
Newton Mearns, East Renfrewshire, G77, Scotland, UK
Listed on 2026-08-06
Listing for:
Bank of America
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Job Description & How to Apply Below
Bank of America in the United States is hiring a financial advisor who provides comprehensive advice and customized solutions to clients to help achieve financial goals. You will triage client leads, refer to partners, meet with clients to review goals, and build financial plans with brokerage products.
Required licenses (Series 7 & 66 or 63/65 with 66), and at least one year in investments or financial services, plus strong relationship-building and communication skills in a fast-paced
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