Client Investment Advisor – Financial Planning
Job in
Duncanville, Dallas County, Texas, 75116, 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, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals, goal reviews, and building financial plans with brokerage products.
Qualified candidates will hold Series 7 and 66 licenses (or equivalent 63/65), have at least 1 year in investments or financial services sales, and demonstrate strong relationship skills and regulatory diligence.
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