Wealth & Investment Solutions Advisor
Job in
DeSoto, Dallas County, Texas, 75115, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Texas is seeking a client-focused financial professional to provide comprehensive guidance and customized solutions to help clients reach their financial goals.
The role involves triaging leads, making referrals to internal partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend appropriate products, including mortgage-related options subject to SAFE Act registration.
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