Financial Solutions Advisor: Client Investment & Planning
Job in
Denton, Denton County, Texas, 76205, USA
Listed on 2026-08-25
Listing for:
Bank of America
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in the United States seeks a client-focused financial advisor to deliver comprehensive financial planning, brokerage solutions, and banking products. You will triage client leads, refer to partners, and review investment goals with clients.
The role requires licenses, ongoing trainings, and adherence to SAFE Act regulations. Responsibilities include guiding clients to meet financial goals, building plans with brokerage products, and coaching referral partners.
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