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Strategic Financial Planning & Investment Advisor
Job in
Mansfield, Tarrant County, Texas, 76063, USA
Listed on 2026-07-11
Listing for:
Bank of America
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide comprehensive advice and tailored solutions to clients. You will build financial plans, review goals, and recommend brokerage products while expanding knowledge through licenses and trainings.
Key duties include triaging leads, referring to partners based on assets, and meeting regulatory due diligence requirements within SAFE Act guidelines.
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