Wealth Planning & Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Bank of America is seeking an advisor to help clients reach their financial goals through brokerage products and tailored investment plans. The role involves triaging leads, referrals to partners, and building long-term client relationships in a client-focused environment.
The position requires Series 7 and 66 licenses (63/65 in lieu) and a minimum of one year in investments or financial services, with potential for growth and professional development including regulatory compliance and SAFE Act
As a Wealth Planning & Investment Advisor, you will play an important part at Bank of America in Manor, TX, United States.
Join us at Bank of America as our next Wealth Planning & Investment Advisor in Manor, TX, United States.
We are currently recruiting a Wealth Planning & Investment Advisor for our team in Manor, TX, United States.
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