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Financial Consultant Financial Advisor Financial Services

Investment & Financial Planning Advisor

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial institution is looking for an experienced financial advisor in Austin, TX. You will assist clients in achieving their financial goals through tailored solutions and strategic investment planning. Responsibilities include client interactions, triaging requests, and utilizing brokerage products. To qualify, candidates must hold Series 7 and 66 licenses, have prior experience in finance, and possess excellent interpersonal skills to build client relationships.

This role is full-time, Monday to Friday, with a 40-hour work week.
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