Strategic Financial Solutions Advisor
Job in
Murphy, Collin County, Texas, 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, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a licensed financial professional to guide clients toward their financial goals. This role focuses on comprehensive advice, building tailored plans using brokerage and banking solutions, and coordinating referrals to internal partners.
Requires Series 7 and 66 licenses, at least one year in investments or financial services, and ability to work Monday through Friday with rotating Saturdays; strong relationship skills and regulatory due diligence are essential.
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