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Client-Focused Financial Solutions Advisor
Job in
Williamsburg, James City County, Virginia, 23187, USA
Listed on 2026-09-09
Listing for:
Bank of America
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals by building tailored plans and recommending brokerage products. The role includes triaging client leads, driving referrals to partners, and advising on banking and investment strategies, with licensing and ongoing training required.
The position may involve residential mortgage work under SAFE Act rules; candidates should be comfortable with regulatory due diligence and a fast-paced
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