Strategic Wealth & Financial Solutions Advisor
Job in
Wantagh, Nassau County, New York, 11793, USA
Listed on 2026-06-01
Listing for:
Bank of America
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
Bank of America is hiring for a role focused on providing tailored financial advice to clients to optimize their financial goals. Responsibilities include planning financial objectives, making strategic referrals, and managing client relationships effectively.
Candidates must demonstrate strong communication skills, the ability to manage multiple tasks, and an aptitude for acquiring industry licenses. A High School Diploma is required, and a positive client focus is essential to succeed in this fast-paced role.
This position is benefits eligible and offers access to comprehensive industry-leading benefits.
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