Strategic Financial Advisor & Planning Specialist
Job in
Abilene, Taylor County, Texas, 79608, USA
Listed on 2026-05-31
Listing for:
Bank of America
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Bank of America is looking for a dedicated financial advisor in Abilene, Texas, to provide comprehensive advice and customized solutions to clients. The role involves triaging client leads, building financial plans, and recommending brokerage products while adhering to the SAFE Act regulations.
Candidates should possess Series 7 & 66 licenses and have at least one year of experience in the investments or financial service industry. Strong communication and relationship-building skills are essential.
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