Strategic Financial Advisor - Investments & Planning
Job in
Plano, Collin County, Texas, 75086, 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, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America seeks a qualified financial professional to advise clients, develop financial plans, and refer to partners based on client needs and asset thresholds. The role requires Series 7 and 66 licenses (or equivalents) and a baseline of experience in investments and financial services.
The position emphasizes building strong client relationships, regulatory due diligence, and meeting sales goals in a fast-paced environment. In-office with flexible scheduling is expected.
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