Financial Solutions Advisor - Client-Focused Wealth Planning
Job in
Olde West Chester, West Chester Township, Butler County, Ohio, USA
Listed on 2026-08-29
Listing for:
Bank of America
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America invites applications for a client-focused financial professional role in the United States. The position emphasizes advising clients, triaging leads, and offering customized banking and investment solutions to help clients meet their financial goals.
The role requires licenses, a proactive mindset, and the ability to build long-term client relationships while navigating a fast-paced environment and SAFE Act compliance where applicable.
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