Strategic Financial Planner & Investment Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is hiring for a client advisory role focused on financial goals, brokerage products, and referrals across partner services. You will triage leads, meet clients, review goals, and build customized plans while maintaining regulatory standards.
Applicants should hold Series 7 and 66 licenses (or equivalents) and have at least one year of investments or financial services experience, with strong communication and relationship skills.
We are looking to fill the Strategic Financial Planner & Investment Advisor position at Bank of America in Lake Worth, TX, United States.
The Strategic Financial Planner & Investment Advisor role at Bank of America is now open for applications in Lake Worth, TX, United States.
Join us at Bank of America as our next Strategic Financial Planner & Investment Advisor in Lake Worth, TX, United States.
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