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Strategic Financial Solutions Advisor

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Texas seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients. Responsibilities include developing financial plans and recommending suitable banking and brokerage products. Candidates must hold Series 7 and 66 licenses, possess a minimum of one year of experience in the investments industry, and demonstrate strong relationship management skills. This role requires effective communication and client strategy alignment, offering a competitive salary and opportunities for growth.
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