Wealth & Investment Solutions Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and banking services.
Responsibilities include triaging client leads, meeting with clients, building financial plans, and coordinating referrals with internal partners. Liscensing requirements (Series 7/66) and a background in investments are essential for success in this role.
We are currently recruiting a Wealth & Investment Solutions Advisor for our team in Rowlett, TX, United States.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth & Investment Solutions Advisor role at Bank of America, based in Rowlett, TX, United States.
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