Client-Focused Financial Solutions Advisor
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-08-08
Listing for:
Bank of America
Full Time
position Listed on 2026-08-08
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 professional to provide comprehensive advice and customized solutions to help clients achieve financial goals. You will triage leads, refer to partners, review goals, and support mortgage loan originations subject to SAFE Act registration.
Licenses and ongoing training are required. You will build financial plans with brokerage and banking products, manage client relationships, and refer requests to internal teams to meet asset thresholds
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