Wealth Planning & Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
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,
Consider building your career as a Wealth Planning & Investment Advisor at Bank of America.
The Wealth Planning & Investment Advisor position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Planning & Investment Advisor in McKinney, TX, United States within Finance, Sales.
This role, Wealth Planning & Investment Advisor at Bank of America, could be your next career step.
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