Financial Solutions Advisor: Client Planning & Investments
Job in
Colleyville, Tarrant County, Texas, 76034, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States is seeking a financial professional to provide comprehensive advice and customized investment solutions to help clients reach their financial goals. You will triage leads, refer to partners, meet with clients, build a financial plan and recommend brokerage products.
Licenses and ongoing training are required, and SAFE Act considerations may apply. This role requires Series 7 and 66 licenses, plus experience in investments or financial services and a sales
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×