Investment & Financial Planning Advisor
Job in
Boerne, Kendall County, Texas, 78006, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Center Advisor to provide comprehensive advice and customized solutions to clients across the market. You'll triage leads, refer to partners, build a financial plan, and help clients achieve their goals.
This role requires Series 7 & 66 (63/65 in lieu of 66) licenses, at least one year in financial services, strong relationship skills, and the ability to work in a fast-paced, regulatory environment across locations.
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