Financial Solutions Advisor - Client Wealth & Plans
Listed on 2026-10-10
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Banking & Finance
Bank of America is seeking a financial professional to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to business partners by asset thresholds, and meet with clients to review goals, build plans, and recommend brokerage products.
The role requires active licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services, and strong relationship skills. Regulatory due diligence is emphasized.
The Financial Solutions Advisor - Grow Client Wealth & Plans position in the Finance, Sales field is open for applications.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Fort Worth, TX, United States.
This opportunity is part of our work in Finance, Sales.
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