Private Banking Wealth Advisor
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Banking & Finance
Bank of America is seeking a Financial Solutions Advisor in our Private Bank Office to provide comprehensive financial guidance and customized solutions. You will triage client leads, meet with clients to review goals, build financial plans, and refer to business partners based on asset thresholds.
Role requires Series 7 and 66 licenses (63/65 with upgrade plan acceptable), at least three years in financial services or sales, and strong relationship management skills.
This is an excellent role to take on the Private Banking Wealth Advisor role at Bank of America.
We are looking to fill the Private Banking Wealth Advisor position at Bank of America in Dallas, TX, United States.
The Private Banking Wealth Advisor role at Bank of America is now open for applications in Dallas, TX, United States.
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