Strategic Financial Advisor & Planning Specialist
Job in
Lubbock, Lubbock County, Texas, 79430, USA
Listed on 2026-05-31
Listing for:
Bank of America
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor in Lubbock, Texas, responsible for providing customized solutions to clients to achieve their financial goals. Key duties include triaging client leads, reviewing investment goals, and building financial plans.
The ideal candidate must hold Series 7 & 66 licenses, possess at least one year of experience in the investments industry, and demonstrate effective client communication.
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