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Financial Solutions Advisor: Wealth Planning & Investments
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-06-01
Listing for:
Bank of America
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Bank of America in Plano, Texas, is seeking a financial adviser responsible for offering tailored solutions to clients and helping them reach their financial aspirations. The role involves triaging client leads, conducting meetings to review financial and investment goals, and recommending brokerage products.
Qualified candidates should hold Series 7 and 66 licenses, with experience in the investments and financial service industries. The position offers a comprehensive work schedule including rotating Saturdays, with expectations for professional growth and adherence to regulatory requirements.
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