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Licensed Financial Planner & Advisor
Job in
Katy, Harris County, Texas, 77494, USA
Listed on 2026-07-11
Listing for:
Bank of America
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to partners as needed, meet with clients to review goals, and build financial plans incorporating brokerage products.
This role requires Series 7 and 66, at least one year in investments, and the ability to navigate a fast-paced environment while managing regulatory due diligence.
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