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Financial Planning & Investments Advisor

Job in Crowley, Tarrant County, Texas, 76036, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-02
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Bank of America in the United States is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. The role includes triaging leads, referrals to partners, reviewing financial goals, building financial plans, and recommending brokerage products.

Licenses and training will be pursued to meet SAFE Act requirements for mortgage originations. The position involves meeting clients, developing banking and investment strategies, and expanding the

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