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Client-Driven Financial Solutions Advisor
Job in
Odessa, Ector County, Texas, 79767, USA
Listed on 2026-09-04
Listing for:
Bank of America
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Mortgage Loan Originator / Advisor
Job Description & How to Apply Below
Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions to help clients achieve financial goals. You will triage client leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review financial and investment goals and recommend products.
The role requires completing required licenses and trainings and may involve residential mortgage loan origination under SAFE Act rules, with background
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