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Financial Solutions Advisor – Consumer Investments
Job in
Lake Worth, Tarrant County, Texas, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners, review goals with clients, build financial plans, and propose brokerage products.
You will also pursue licenses and training to stay compliant with SAFE Act requirements for mortgage originations. The role emphasizes a structured advisory approach, collaboration with internal partners, and adherence to regulatory due diligence
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