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Strategic Financial Solutions Advisor

Job in Schertz, Guadalupe County, Texas, 78154, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-03
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking individuals to advise clients on financial planning and investment strategies. This role requires the ability to manage client relationships and triage their needs effectively. Candidates are expected to hold relevant licenses, such as Series 7 & 66, and have experience in the financial services industry. The job offers a full-time schedule from Monday to Friday with additional weekend hours as needed.

The position will provide comprehensive advice and solutions customized to each client's needs, helping them achieve their financial goals through a well-structured financial plan.

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