Investment & Financial Planning Advisor
Job in
DeSoto, Dallas County, Texas, 75115, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is hiring a licensed investment advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, review financial goals, build financial plans, and recommend brokerage products.
You will also pursue SAFE Act requirements for mortgage-related activities where applicable. You will work with clients to align banking and investments with their goals, expand your client base, and collaborate with internal partners to deliver
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