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Personal Wealth & Investment Advisor

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals through comprehensive planning, brokerage products, and tailored referrals. You will triage leads, meet with clients, and build financial plans that align with their objectives while complying with regulatory requirements.

Ideal candidates hold required licenses, have investment and financial services experience, and excel at relationship building, collaboration, and clear communication in

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