About this opportunity
Bank of America lists this Investment & Financial Planning Advisor opportunity in houston, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Bank of America is seeking a financial advisor to provide comprehensive advisory services and customized solutions to clients to help them reach financial goals.
The role includes triaging leads, making referrals, meeting with clients to review goals, and building financial plans using brokerage products. Licenses and trainings are required, with SAFE Act registration and background checks. Position supports in-office culture with flexible, role-based expectations.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.