Financial Solutions Advisor: Invest, Plan & Grow Wealth
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals to partners based on client needs and asset thresholds, and meeting licensing and training requirements.
Required licenses include Series 7 & 66 (or 63/65 in lieu), with at least one year in investments or financial services, and strong relationship-building skills.
As a Financial Solutions Advisor:
Invest, Plan & Grow Wealth, you will play an important part at Bank of America in Town of Texas, WI, United States.
We are seeking a motivated Financial Solutions Advisor:
Invest, Plan & Grow Wealth to join Bank of America in Town of Texas, WI, United States.
Consider building your career as a Financial Solutions Advisor:
Invest, Plan & Grow Wealth at Bank of America.
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