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Investment & Financial Planning Advisor
Job in
McAllen, Hidalgo County, Texas, 78501, USA
Listed on 2026-07-30
Listing for:
Bank of America
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking an experienced financial professional to provide comprehensive advice and customized solutions to clients. You will triage client leads, refer to internal partners, review goals, and build tailored financial plans with brokerage products.
You will complete required licenses and abide by regulatory requirements, including SAFE Act considerations. The role emphasizes client relationship building, goal setting, and delivering value through a broad range of financial
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