Client-Focused Financial Advisor & Planner
Job in
Jacksonville, Cherokee County, Texas, 75766, USA
Listed on 2026-08-06
Listing for:
Bank of America
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial consultant to help clients reach their financial goals through comprehensive planning and brokerage products. You will triage leads, refer to internal partners, and build tailored financial plans.
Required licenses (Series 7/66 or 63/65) and client-focused sales experience are essential. The role emphasizes risk management, regulatory diligence, and strong relationship building.
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