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Strategic Financial Advisor & Planning Specialist
Job in
Prosper, Collin County, Texas, 75078, USA
Listed on 2026-05-31
Listing for:
Bank of America
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Bank of America is seeking a financial advisor in Prosper, Texas, responsible for providing tailored financial solutions to clients. Key tasks include building financial plans, recommending investments, and triaging client requests. Candidates must hold Series 7 & 66 licenses and have one year of experience in the investments industry.
The role requires strong communication skills, goal setting, and relationship management. The position is full-time with a Monday through Friday schedule and occasional Saturdays.
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