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Financial Consultant Financial Sales Financial Advisor

Financial Solutions Advisor: Client Planning & Investments

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Bank of America
Full Time position
Listed on 2025-12-26
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Solutions Advisor in the Greater DFW Area. The role involves providing comprehensive financial advice and customized solutions to clients, engaging in client interaction to meet their financial goals. The ideal candidate will hold required licenses like Series 7 & 66, have experience in the investments industry, and demonstrate strong relationship management skills.

This position is based in Plano, Texas with an in-office culture.
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