Strategic Financial Solutions Advisor
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 Sales, Financial Advisor / Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a client-focused financial services professional to help clients meet financial goals through brokerage products, banking and investment solutions. You will triage client leads, refer to partners, and review goals with clients, while pursuing required licenses and maintaining compliance.
The role emphasizes relationship building, time management, and the ability to navigate a fast-paced environment with a strong client-first mindset.
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