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Strategic Financial Solutions Advisor
Job in
West Jordan, Salt Lake County, Utah, 84088, USA
Listed on 2026-08-13
Listing for:
Bank of America
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Utah seeks an advisor to provide comprehensive financial guidance and customized solutions to clients, helping them reach their financial goals.
The role involves triaging client leads, referrals to partners, reviewing goals, and ensuring regulatory compliance with SAFE Act if mortgage lending; requires licenses and ongoing training. You will work in an in-office setting with a focus on relationship-building and delivering tailored investment and banking strategies.
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