Strategic Financial Planning & Investment Advisor
Job in
Fairfield, Freestone County, Texas, 75840, USA
Listed on 2026-07-20
Listing for:
Bank of America
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America seeks a focused financial advisor to build client financial plans using brokerage products and banking solutions, aligning recommendations with client goals. You will triage requests, refer clients to internal specialists, and work to grow assets while maintaining risk controls.
The role emphasizes relationship-building, multi-tasking, and adapting to new tools in a fast-paced environment. Strong licensing progress or attainment is encouraged, with compensation reflecting
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