Financial Planning & Investment Advisor
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-09-04
Listing for:
Bank of America
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is hiring to provide comprehensive financial advice and customized solutions. You will triage client leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.
Regulatory licenses and SAFE Act compliance are required and background checks will be completed. The role emphasizes client relationship building, cross-team collaboration, and meeting sales goals in a residential mortgage context as applicable.
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