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Financial Solutions Advisor – Investments & Planning
Job in
Tyler, Smith County, Texas, 75701, USA
Listed on 2026-08-24
Listing for:
Bank of America
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States is seeking a financial services professional to deliver comprehensive advice and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, and build plans integrating brokerage products.
You will pursue required licenses and training and may handle residential mortgage loans with SAFE Act considerations. The role emphasizes planning, risk management, and strong client engagement, with a schedule Mon–Fri and rotating
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