Financial Solutions Advisor: Client Investment Planner
Job in
Rockwall, Rockwall County, Texas, 75087, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is actively seeking a client-focused financial professional to deliver comprehensive advice and tailored solutions that help clients reach their financial goals. The role involves triaging leads, coordinating with partners, reviewing objectives with clients, building financial plans, and recommending brokerage products.
Licenses and ongoing training, including SAFE Act considerations for mortgage lending, are required.
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