Financial Solutions Advisor - Client Investment Planner
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Bank of America is seeking a results-oriented financial professional to join our team in a client-focused role. You will plan short- and long-term financial strategies for clients using brokerage products and banking solutions, while building trusted relationships and triaging requests to appropriate specialists.
The role requires active licenses (Series 7 & 66 or 63/65 in lieu) and experience in investments or financial services.
Are you ready to take on the Financial Solutions Advisor - Client Investment Planner role at Bank of America?
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Austin, TX, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 60.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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