Licensed Financial Solutions Advisor
Job in
McAllen, Hidalgo County, Texas, 78501, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Jobtailor in McAllen, TX is seeking a Finance Consultant focused on securities licensing and client advisory services. You will obtain SIE, Series 7 and Series 66 licenses and deliver Bank of America’s core banking and investment solutions to clients at a financial center.
You will build and manage client relationships, provide tailored financial wellness guidance, and conduct end-to-end client reviews, while collaborating with peers in a fast-paced environment that prioritizes client interests.
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