Financial Solutions Advisor - Build Investment Plans
Job in
Sugar Land, Fort Bend County, Texas, 77479, USA
Listed on 2026-07-01
Listing for:
Bank of America
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a financial advisor in Sugar Land, Texas, responsible for providing tailored financial solutions to clients. You will triage client leads, recommend brokerage products, and help build financial plans. The role requires a strong background in finance and a dedication to achieving clients' goals.
Ideal candidates will have Series 7 and 66 licenses, with at least one year of experience in the investments industry. This position offers a comprehensive training and flexible location options.
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