Strategic Financial Solutions Advisor
Job in
Crowley, Tarrant County, Texas, 76036, USA
Listed on 2026-07-11
Listing for:
Bank of America
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking an experienced financial professional to provide comprehensive client advice, build financial plans, and recommend brokerage and banking products. The role includes triaging client leads, referrals to business partners, and ongoing client engagement to meet financial goals.
Requirements include Series 7 & 66 licenses and a minimum of one year in investments or financial services, with a strong emphasis on relationship-building and regulatory due diligence.
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