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Client-Focused Financial Solutions Advisor
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-08
Listing for:
Bank of America
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America in Dallas is seeking a licensed Financial Advisor to provide tailored financial guidance and brokerage solutions, helping clients achieve their goals. In this role you will meet with clients, build financial plans, triage leads, refer to internal partners, and ensure regulatory due diligence including SAFE Act compliance.
Candidates must hold Series 7 and 66 or equivalent, demonstrate client relationship skills, and be able to work Monday–Friday with rotating Saturdays in a
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