Wealth & Investment Solutions Advisor
Job in
Lewisville, Denton County, Texas, 75029, 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, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a licensed financial professional to provide comprehensive financial guidance and customized solutions. You will meet with clients to review goals, build financial plans, and recommend brokerage products while adhering to regulatory requirements.
The role involves triaging client leads, referrals to business partners, and maintaining strong relationships to help clients achieve their financial objectives.
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