Financial Solutions Advisor: Client Planning & Investments
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions to clients in Amarillo, TX. You will triage leads, refer to partners, and develop financial plans using brokerage products to meet client goals.
Required licenses (Series 7 & 66) and at least 1 year in investments or financial services are expected. The role emphasizes relationship-building, proactive referrals, and regulatory due diligence in daily activities.
Are you ready to take on the Financial Solutions Advisor:
Client Planning & Investments role at Bank of America?
Our group is growing, and we are hiring a Financial Solutions Advisor:
Client Planning & Investments in Amarillo, TX, United States.
This role is for the Financial Solutions Advisor:
Client Planning & Investments role at Bank of America.
We are seeking a motivated Financial Solutions Advisor:
Client Planning & Investments to join Bank of America in Amarillo, TX, United States.
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