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Financial Solutions Advisor, Client-Focused Planning

Job in Irving, Dallas County, Texas, 75084, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, 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 leading financial services company in the United States is seeking a Financial Advisor to assist clients in achieving their financial goals. This includes building personalized financial plans, managing investments, and providing tailored banking solutions. The ideal candidate possesses Series 7 and 66 licenses and has experience in the investments industry. Strong relationship-building and communication skills are essential. This position emphasizes compliance with SAFE Act registration requirements and operates in a fast-paced environment.
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