Strategic Financial Planner & Investments Advisor
Job in
McKinney, Collin County, Texas, 75069, USA
Listed on 2026-06-17
Listing for:
Bank of America
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a skilled financial advisor in McKinney, Texas. The role entails providing comprehensive advice and customized solutions to clients aiming to achieve their financial goals. Responsibilities include triaging client leads, building financial plans, and recommending brokerage products.
Qualified candidates will hold Series 7 & 66 licenses, possess at least one year of relevant experience, and demonstrate strong relationship management and communication skills. A high school diploma is required for this full-time position.
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