Strategic Financial Solutions Advisor — DFW
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-06-24
Listing for:
Bank of America
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
Bank of America in Wisconsin is looking for a Finance Advisor responsible for delivering comprehensive financial advice and tailored solutions to clients. This role involves building financial plans, recommending banking and investment strategies, and triaging client requests.
The ideal candidate will possess Series 7 & 66 licenses (or equivalents) and have experience in the financial services industry. A strong ability to multitask and excellent communication skills are essential for success in this dynamic environment.
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