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Financial Solutions Advisor — Personal Wealth Planner
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-08-03
Listing for:
Bank of America
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Frisco, TX, is seeking an Investment Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners by need, and meet with clients to review goals, build a plan, and recommend brokerage products.
Licenses and trainings are required, and SAFE Act registration applies for mortgage-related duties. This role emphasizes strong client relationships, regulatory compliance, and the ability to work a Monday–Friday
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