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Financial Solutions Advisor — Create Personal Financial Plans

Job in Coppell, Dallas County, Texas, 75019, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
A major financial institution in Coppell, Texas, seeks a Financial Advisor to assist clients in planning their financial goals through investment strategies. The ideal candidate should possess Series 7 and 66 licenses and have experience in the financial services industry. Responsibilities include engaging clients, making investment recommendations, and managing relationships.

This role offers an opportunity to drive financial well-being and provides substantial opportunities for personal and professional growth.
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