Wealth Planning & Investment Advisor
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
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.
Join us at Bank of America as our next Wealth Planning & Investment Advisor in Schertz, TX, United States.
The following role is for a Wealth Planning & Investment Advisor with Bank of America.
Our team is growing, and we are hiring a Wealth Planning & Investment Advisor in Schertz, TX, United States.
This role is for the Wealth Planning & Investment Advisor role at Bank of America.
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