Licensed Financial Planning & Investment Advisor
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a financial professional to provide comprehensive financial advice and customized solutions to clients, helping them achieve their goals. You will triage leads, refer to partners, meet with clients to review goals, build plans, and recommend brokerage products.
The role requires Series 7 and 66 licenses (63/65 acceptable), 1+ year in investments, and experience in financial services or sales with targets.
We would love to welcome a new Licensed Financial Planning & Investment Advisor to our group in TX, United States.
This opening is for the Licensed Financial Planning & Investment Advisor role at Bank of America.
We are seeking a motivated Licensed Financial Planning & Investment Advisor to join Bank of America in TX, United States.
Consider building your career as a Licensed Financial Planning & Investment Advisor at Bank of America.
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