Wealth & Investment Solutions Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging client leads, referring to partners, and meeting with clients to review goals and recommend products.
The role requires licenses and training, with eligibility for SAFE Act due to mortgage activity. Strong client relationships and risk awareness are essential.
As a Wealth & Investment Solutions Advisor, you will play an important part at Bank of America in Dallas, TX, United States.
The position is based in Dallas, TX, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 65.000 - 95.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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