Client-Focused Investment & Banking Advisor

Posted 2 days ago

bank of americaFort Worth (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Bank of America in Fort Worth is seeking a financial professional to provide comprehensive advisory services and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to business partners, and meeting with clients to review investment plans and licensing requirements. Requirements include Series 7 and 66 (or 63/65 in lieu), with at least one year in financial services or a sales environment. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.