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© All Rights Reserved. ApplyBlast.com
Bank of America
The Financial Advisor provides comprehensive advice and customized solutions to clients, helping them achieve short- and long-term financial goals through brokerage products, banking solutions, and investment strategies. The role involves triaging client leads, making referrals to internal partners, building financial plans, and ensuring regulatory compliance, including SAFE Act registration. Candidates must hold Series 7 and 66 (or equivalent) licenses and have at least one year of experience in the investments industry.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
3% above the average for this role