Financial Solutions Advisor II: Build Client Financial Plans
Job in
Portland, San Patricio County, Texas, 78374, USA
Listed on 2026-05-30
Listing for:
Bank of America
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Job Description & How to Apply Below
Bank of America is looking for a knowledgeable professional to provide comprehensive financial advice to clients. This role involves building financial plans, recommending investment products, and collaborating with clients to achieve their financial goals.
Ideal candidates will have a High School Diploma and strong skills in client management and risk assessment. Full-time hours with a focus on providing exceptional advisor experiences are essential.
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