Financial Solutions Advisor: Client Planning & Investments

Posted 2 days ago

bank of americaFort Worth (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

Bank of America in Fort Worth, Texas, seeks an Investment Advisor to provide comprehensive advice and customized solutions helping clients achieve their financial goals. You will triage client leads, refer to partners, meet clients to review goals, build a financial plan, and recommend brokerage products. This role requires Series 7 and 66 licenses, at least one year in investments or financial services, and the ability to work Monday through Friday with rotating Saturdays. #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.