Investment & Financial Planning Advisor
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 client-focused advisor to deliver comprehensive financial planning and brokerage solutions in the United States. You will meet with clients to review goals, build plans, and recommend suitable investments such as stocks, bonds, mutual funds, and banking products.
The role requires Series 7 & 66 licenses (63/65 as alternative) and at least one year in investments or financial services, with a proven ability to grow client relationships and manage risk in a fast-paced
This role, Investment & Financial Planning Advisor at Bank of America, could be your next opportunity.
Join us at Bank of America as our next Investment & Financial Planning Advisor in Carrollton, TX, United States.
We are currently recruiting a Investment & Financial Planning Advisor for our team in Carrollton, TX, United States.
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