Strategic Financial Planning Advisor
Job in
Dickinson, Galveston County, Texas, 77539, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America seeks a licensed financial professional to provide comprehensive advice and customized solutions for clients, helping them reach financial goals. The role includes triaging leads, referrals, building financial plans with brokerage products, and meeting licensing requirements under SAFE Act regulations.
Location depends on business needs with training at a financial center. The candidate should have Series 7/66 (or 63/65) licenses, 1+ year in investments, and strong
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