Strategic Wealth Advisor
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-05
Listing for:
Bank of America
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Dallas is seeking a Financial Advisor to provide comprehensive advice and tailored financial solutions to clients. The role involves triaging client leads, making referrals based on client needs, and building clients' financial plans.
The ideal candidate will possess Series 7 & 66 licenses and have experience in the investment sector. This role is critical for helping clients achieve their financial goals through effective planning and recommendations.
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