Bank of America
Fort Worth or Flower Mound or Fort Worth or Southlake or Plano or Irving or Dallas or Keller or Trophy Club or Hurst or Denton or Colleyville

Financial Solutions Advisor - Mid Cities Dallas/Ft. Worth Market

OnsitePosted 2 weeks ago

Job details

Location
Fort Worth or Flower Mound or Fort Worth or Southlake or Plano or Irving or Dallas or Keller or Trophy Club or Hurst or Denton or Colleyville
Work type
Onsite
Posted
2 weeks ago
Apply on
ghr.wd1.myworkdayjobs.com

About this role

Investments experience; Series 7 and 66 licenses; 1+ year in financial services or sales; ability to plan finances, refer to partners, build financial plans; strong communication and relationship skills.

What you'll do at Bank of America:

  • planning finances
  • triaging requests
  • referring clients

Apply to this Financial Solutions Advisor - Mid Cities Dallas/Ft. Worth Market role at Bank of America with a tailored resume on ApplyBolt.

About Bank of America

Bank of America
Fort Worth or Flower Mound or Fort Worth or Southlake or Plano or Irving or Dallas or Keller or Trophy Club or Hurst or Denton or Colleyville