Investment & Financial Planning Advisor
Job in
Wilsonville, Clackamas County, Oregon, 97070, USA
Listed on 2026-07-21
Listing for:
Bank of America
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a skilled financial advisor to deliver comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to partners, meeting clients, building plans, and recommending brokerage products.
Required licenses include Series 7 and 66; candidates usually have 1+ year in investments and in financial services or sales, with a strong emphasis on relationship-building and regulatory due diligence.
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