Investments & Financial Planning Advisor
Job in
Irving, Dallas County, Texas, 75084, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Irving, TX seeks a client-focused financial advisor to deliver comprehensive advice and customized solutions to help clients reach financial goals. The role includes triaging leads, referrals to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products.
The position requires Series 7 and 66 licenses (or equivalents), at least one year in investments, and ability to work Monday through Friday with rotating Saturdays.
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