Investment & Banking Solutions Advisor
Job in
Lewisville, Denton County, Texas, 75029, USA
Listed on 2026-08-25
Listing for:
Bank of America
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a dedicated financial advisor in the United States to provide comprehensive advice and customized solutions that help clients reach their financial goals. You will triage client leads, refer to business partners, review financial and investment goals, and build a financial plan using brokerage products.
Required licenses include Series 7 and 66, with at least one year in investments and in financial services or sales.
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