Investment & Financial Planning Advisor
Job in
Midlothian, Ellis County, Texas, 76065, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, assisting them in achieving financial goals through brokerage products and banking services. The role requires licensing, client triage, referrals, and building financial plans.
The position involves meeting clients, reviewing goals, expanding knowledge via required licenses and trainings, and adhering to regulatory standards, including SAFE Act for mortgage lending where
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