Financial Planning & Investment Advisor

Posted 2 days ago

bank of americaGrand Prairie (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Bank of America is hiring a Financial Advisor who provides comprehensive guidance and customized solutions to help clients reach their financial goals. Responsibilities include triaging leads, referrals to partners based on asset thresholds, meeting with clients to review goals, building financial plans, and recommending brokerage products. The role requires licenses and ongoing training, with SAFE Act registration for mortgage loan work. #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.