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Financial Solutions Advisor Consumer Investments - University Drive Financial Center
Ghr
Fort WorthPosted Sep 4, 2026 · 2h ago
Full-timeMid LevelOn-siteBanking
About this role
As a Financial Solutions Advisor at Bank of America, you will provide comprehensive advice and customized solutions to help clients achieve their financial goals. You will build financial plans, recommend investment strategies, and identify new clients. This role requires holding Series 7 and 66 licenses and offers opportunities for career growth within an in-office culture.
What we are looking for
6- Provide comprehensive advice and customized solutions to clients
- Build financial plans with brokerage products, stocks, bonds, and mutual funds
- Recommend banking and investment strategies aligned with client goals
- Identify and engage potential new clients
- Mitigate and control risk in daily activities
- Must hold Series 7 and 66 licenses
Work authorization
No visa sponsorship is available.
Must be authorized to work without sponsorship.
