Financial Solutions Advisor Build Clients' Wealth & Goals
Posted today
bank of americaArlington (VA)
Personal Financial AdvisorsPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions helping clients achieve financial goals. The role involves triaging leads, referrals to partners, and meetings to review goals and recommend products.
Requires completing licenses and training; may involve residential mortgage loan origination with SAFE Act requirements. From the outset, you will work within an in-office culture emphasizing collaboration, career
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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