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Financial Solutions Advisor: Build Plans & Grow Wealth

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a financial services professional to provide comprehensive advice and customized solutions that help clients achieve their financial goals. The role includes triaging client leads, referring to specialists, and meeting with clients to review goals and develop financial plans.

Required licenses (Series 7 & 66 or equivalents) and at least one year in investments or financial services.

We would love to welcome a new Financial Solutions Advisor:
Build Plans & Grow Wealth to our group in Dallas, TX, United States.

Our organisation is growing, and we are hiring a Financial Solutions Advisor:
Build Plans & Grow Wealth in Dallas, TX, United States.

This position is for the Financial Solutions Advisor:
Build Plans & Grow Wealth role at Bank of America.

We are seeking a motivated Financial Solutions Advisor:
Build Plans & Grow Wealth to join Bank of America in Dallas, TX, United States.

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