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Investment Solutions Advisor – Personal Finance & Planning
Job in
Allen, Collin County, Texas, 75013, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Allen, Texas is seeking a financial professional to provide comprehensive advice and customized solutions, helping clients reach their financial goals. You will triage leads, refer to partners, review goals, build financial plans, and recommend brokerage products.
Licensing such as Series 7/66 and SAFE Act registration may apply. The role emphasizes relationship building, risk mitigation, and working weekdays with rotating Saturdays in an in-office culture with flexible
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