Wealth & Investment Advisor
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Bank of America in Dallas seeks a financial professional to provide comprehensive, customized advisory services to clients, helping them meet financial goals. The role includes triaging leads, referring to partners, meeting with clients to review goals, building plans, and recommending brokerage products in a compliant manner.
Qualifications include Series 7 and 66 licenses (or 63/65), at least one year in investments, and experience in financial services or sales.
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