Wealth Planning & Investment Advisor
Job in
McKinney, Collin County, Texas, 75069, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is hiring an investment advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting clients to review goals, building a financial plan, and recommending brokerage products.
Licenses and training are required, and SAFE Act background checks apply. Responsibilities include building financial plans with brokerage products (stocks, bonds, mutual funds, annuities,
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