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Financial Consultant Financial Advisor Financial Services Financial Sales

Wealth & Investment Planning Advisor

Job in Peoria, Maricopa County, Arizona, 85381, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Job Description & How to Apply Below
A leading financial institution seeks a dedicated financial advisor to provide comprehensive client solutions. Responsibilities include developing financial plans and triaging client requests. Ideal candidates possess a Series 7 & 66 (or 63/65) license and experience in investment and financial services. Strong interpersonal skills and the ability to adapt in a dynamic environment are essential. The role emphasizes both client engagement and compliance with regulatory requirements in a supportive workplace culture covered by a commitment to inclusivity and professional growth.
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