Client Wealth Advisor — Investments & Financial Planning
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, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Dallas, TX seeks a financial services professional to provide comprehensive advice and customized solutions to clients. You'll triage leads, refer to partners, review goals, and recommend products while pursuing required licenses and training.
The role may involve residential mortgage lending with SAFE Act requirements and background checks. You will work to grow client relationships, plan financial strategies, and deliver solutions across brokerage, banking, and wealth
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