Wealth Planning & Investment Advisor
Job in
Schertz, Guadalupe County, Texas, 78154, USA
Listed on 2026-07-27
Listing for:
Bank of America
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Bank of America is seeking a financial advisor to provide comprehensive guidance and customized solutions to help clients reach their financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build a financial plan with brokerage products.
This role requires Series 7 & 66 licenses and at least one year in investments or financial services. A strong emphasis on client relationships, regulatory awareness, and effective communication is essential.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×