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Client-Focused Financial Solutions Advisor – East Valley

Job in Mesa, Maricopa County, Arizona, 85201, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is hiring for a role focused on providing tailored advice and solutions to clients to help achieve their financial goals. Candidates should have Series 7 & 66 licenses, with at least one year in the investments industry. Responsibilities include planning financial goals, recommending investment strategies, and engaging potential clients. The position requires excellent communication skills and the ability to manage client relationships effectively.

Join our team to make an impact in clients' financial lives.
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