Strategic Financial Solutions Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Sales
Bank of America is seeking an advisor to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products.
You must complete required licenses and training, including SAFE Act registration for mortgage originations. This role emphasizes in-office collaboration with flexible, role-based adjustments to business needs, serving as a pivotal member of the client advisory team
The following role is for a Strategic Financial Solutions Advisor with Bank of America.
Are you ready to take on the Strategic Financial Solutions Advisor role at Bank of America?
We would love to welcome a new Strategic Financial Solutions Advisor to our group in Plano, TX, United States.
For the Strategic Financial Solutions Advisor position at Bank of America, we are reviewing applications now.
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