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Financial Solutions Advisor - Clients' Wealth
Job in
Mesa, Maricopa County, Arizona, 85201, USA
Listed on 2026-01-23
Listing for:
Bank of America
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company is seeking a licensed professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include meeting with clients, reviewing their financial goals, and applying regulatory knowledge. Qualified candidates must hold Series 7 and 66 licenses or equivalents, with proven experience in the investments or financial services industry. This role requires effective communication and relationship-building skills to navigate a fast-paced environment.
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