Financial Solutions Advisor — Client Planning & Investments
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a licensed financial professional to advise clients on investments and banking solutions. You will develop financial plans, review goals, and refer clients to internal partners based on needs and assets. Licensing and regulatory compliance are essential.
The role requires Series 7 and 66 licenses (or equivalents) and at least one year in investments or financial services, with a drive to meet sales goals and build strong client relationships.
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