Financial Planning & Investment Advisor
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a licensed financial professional to provide comprehensive financial guidance and customized solutions to clients. The role involves triaging leads, building financial plans, and recommending brokerage products to help clients reach their goals.
Responsibilities include meeting with clients, referring to internal specialists, and ensuring regulatory compliance. A minimum of Series 7/66 and a year in investments or financial services are required.
The Financial Planning & Investment Advisor role at Bank of America is now open for applications in Grand Prairie, TX, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Grand Prairie, TX, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 65..
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