Financial Solutions Advisor - Client Wealth & Plans
Listed on 2026-10-14
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Location: Town of Texas
Bank of America is seeking a financial professional to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to business partners by asset thresholds, and meet with clients to review goals, build plans, and recommend brokerage products.
The role requires active licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services, and strong relationship skills. Regulatory due diligence is emphasized.
The Financial Solutions Advisor - Grow Client Wealth & Plans role at Bank of America is now open for applications in Town of Texas, WI, United States.
The position is based in Town of Texas, WI, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70..
We aim to respond to suitable candidates as soon as possible.
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