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Financial Consultant Financial Advisor

Financial Planning & Investments Advisor

Job in Tucson, Pima County, Arizona, 85718, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking an advisor in Tucson to provide customized financial solutions and help clients achieve their investment goals. Key responsibilities include triaging client requests, building financial plans, and providing coaching. Candidates should hold Series 7 & 66 licenses and have experience in the financial industry. Commitment to client success and effective communication are essential.

This role offers opportunities for growth and a comprehensive benefits package.
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