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Financial Consultant Financial Advisor

Strategic Financial Planning & Investments Advisor

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Tempe, Arizona seeks a dedicated financial advisor responsible for providing customized financial solutions to clients. You'll help in triaging client leads, formulating financial plans, and recommending brokerage products. Ideal candidates possess Series 7 & 66 licenses, a year of investment experience, and excel in a collaborative, client-focused environment. This position requires attendance at the office with a supportive team atmosphere.
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