Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Solutions Advisor

Bank of America ATM

Bank of America seeks a financial adviser to provide comprehensive guidance and tailored solutions helping clients reach their financial goals. The role involves triaging leads, referring to internal partners, and meeting with clients to review goals, build plans, and recommend brokerage products. Requirements include Series 7 and 66 licenses, at least one year in investments or financial services, and the ability to work Monday–Friday with rotating Saturdays. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Solutions Advisor in Carrollton, TX vacancy
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Suggested
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Rotating shift
    Day shift

    Bank of America

    Plano, TX
    3 days ago
  •  ...Job Description Job Description The Guided Solutions Financial Advisor serves as the primary financial advisor for a high volume of clients, guiding them through financial planning, investment-related decisions, retirement planning, tax planning, insurance planning... 
    Suggested
    Work at office

    TRC Talent Solutions

    Addison, TX
    23 days ago
  •  ...to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be...  ...experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Carrollton, TX
    4 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Carrollton, TX
    15 days ago
  •  ...Financial Advisor The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a...  ...impactful service, planning, and investment solutions, promising clients that they are "...  ...inception in 2018, Credent has grown strategically through a combination of organic growth... 
    Suggested
    Work at office

    Credent Wealth Management

    Plano, TX
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern...  ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...  ...Company commissions and fees, Strategic Employee Benefits Services commissions... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Addison, TX
    5 days ago
  • $250k

     ...business where your impact will be felt immediately. The Role As the Enterprise Solutions Advisor, you’ll have the autonomy to create the go-to-market playbook, win strategic new logos, and build the foundation for a high-performing sales pod (Channel Lead, BDM,... 
    Work at office
    Immediate start
    3 days per week

    Origina

    Plano, TX
    a month ago
  • JPMorgan Chase & Co. is seeking a strategic Finance & Business Management professional to support the Merchant Services (Payments) business in Plano, TX. You will lead financial processes, budgeting, and monthly reviews for the Small & Medium business segment, partnering... 

    JPMorgan Chase & Co.

    Plano, TX
    5 days ago
  • Bank of America seeks a qualified financial professional to advise clients, develop financial plans, and refer to partners based on client needs and asset thresholds. The role requires Series 7 and 66 licenses (or equivalents) and a baseline of experience in investments... 
    Work at office
    Flexible hours

    Bank of America

    Plano, TX
    2 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Plano, TX
    a month ago
  •  ...Wealth Management Opportunity Our client is a nationwide well-respected financial planning and wealth management company offering solutions for financial professionals, tax professionals and CPA firms, looking to grow their business, offering services through its RIA... 

    Suncap Technology

    Coppell, TX
    22 hours ago
  • The Financial Compliance Advisor serves as a key individual contributor within the SOX Strategy team,...  ...related to enterprise transformation and strategic initiatives. This role assesses the...  ...business teams to develop practical solutions and governance strategies. The... 
    Relocation

    Federal Express Corporation

    Plano, TX
    5 days ago
  •  ...fostering innovation and high-quality solution delivery in a collaborative environment...  ...change management skillsChase is a leading financial services firm, helping nearly half of...  ...Finance & Business Management works to strategically manage capital, drive growth and... 

    JP Morgan Chase

    Plano, TX
    2 days ago
  •  ...processes faster and more transparent.As a Financial Analysis Senior Associate on the Chase...  ...nonprofits and cities grow, delivering solutions to solve all their financial needs. We...  ...Finance & Business Management works to strategically manage capital, drive growth and... 
    Visa sponsorship
    Relocation package

    JP Morgan Chase

    Plano, TX
    5 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...Presents potential home lending product solutions, submits the mortgage application, assists...  ...for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators... 
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Carrollton, TX
    20 days ago
  •  ...Job Description Job Description FINANCIAL ADVISOR Full-Time | On-Site | Flower Mound, TX ABOUT GDS WEALTH MANAGEMENT FINANCIAL...  ...to excellence in delivering sophisticated financial planning solutions and unparalleled client service. At GDS Wealth Management, we... 
    Full time

    ONE WAY HOLDINGS LLC

    Flower Mound, TX
    23 days ago
  •  ...providing leverage for investment advisors and other front office...  ...knowledge of the investment solutions utilized throughout Private...  ...· Timely implementation of strategic and tactical shifts when announced...  ...-7 years work experience in financial services industry with... 
    Work experience placement
    Shift work

    Chase

    Plano, TX
    1 day ago
  •  ...technology leaders to drive business strategy, financial management, and operational excellence....  ...across multiple teams, contribute to strategic initiatives, and provide insights that...  ..., offers innovative financial solutions to millions of consumers, small businesses... 
    Work at office
    Visa sponsorship

    JP Morgan Chase

    Plano, TX
    3 days ago
  • $121.88k - $178.75k

     ...closely with the broader Life & Annuity Solutions team, Distribution/Field Leaders, and Marketing...  ...features are aligned with the company's strategic goals. This position currently offers...  ...annuity products and benefits Solid financial modeling experience using actuarial... 
    Hourly pay
    Work at office
    Flexible hours

    National Life Group

    Addison, TX
    5 days ago
  •  ...team that helps drive business performance through strategic initiatives, executive support, and business...  ...training (CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many... 
    Work at office
    Visa sponsorship

    JP Morgan Chase

    Plano, TX
    4 days ago
  •  ...organization, leveraging your penchant for story-telling with financial data and strategic, analytical and energetic approach. This is a high-impact...  ...financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the... 

    JP Morgan Chase

    Plano, TX
    1 day ago
  • Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational...  ...management and front office advisors in a fast-paced team...  ...offers innovative financial solutions to millions of consumers, small... 
    Full time
    Local area
    Immediate start
    Relocation
    Visa sponsorship
    Relocation package

    JP Morgan Chase

    Plano, TX
    5 days ago
  •  ...intelligence, helping build the financial management capabilities...  ...providing financial leadership, strategic decision support, and...  ...increasingly leverage AI-powered solutions, you will play a key role in...  ...provides individuals, advisors and institutions with strategies... 
    Visa sponsorship

    JP Morgan Chase

    Plano, TX
    3 days ago
  • $85k - $130k

     ...LIFEBRANCH WEALTH PARTNERS Associate Financial Advisor LifeBranch Wealth Partners | Grapevine, TX BUILD YOUR CAREER AS A FINANCIAL...  ...through comprehensive planning conversations and additional solutions when appropriate. · Encourage and cultivate client... 
    Private practice
    Work at office
    Local area

    Jambalaya Group

    Grapevine, TX
    5 days ago
  •  ...learning (AI/ML) to support product teams, build analytical solutions, guide strategic business decisions, and enable growth initiatives. You...  ...Certified Cloud Practitioner certification.Chase is a leading financial services firm, helping nearly half of America’s households... 

    JP Morgan Chase

    Plano, TX
    2 days ago
  • $24 - $29 per hour

     ...onsite team dedicated to delivering effortless, member-focused financial solutions. In this sales-focused role, you will help enhance the...  ...welcome new organizations into the SkyOne family. Serving as a strategic ambassador to our Select Employer Groups (SEGs), you will nurture... 
    Hourly pay
    Local area

    Sky One Federal Credit Union

    Lewisville, TX
    4 days ago
  • $50k - $90k

     ...individuals to join our growing team as Financial Services Representatives . Whether...  ...their financial goals and provide solutions designed to help protect what they’ve built...  ...your journey toward becoming a registered advisor with our sponsorship Build long-term... 
    Remote work
    Flexible hours

    Texas National Financial Group

    Addison, TX
    a month ago
  •  ...(s), country or region. The incumbent must demonstrate strong financial and business acumen. Interface with and influence senior level...  ...while understand technical requirements and recommending possible solutions to ;urchasing requirements. Responsible for developing and... 
    Temporary work
    Local area

    NTT DATA

    Plano, TX
    3 days ago
  •  ...Mortgage Call Center Associate to help clients finance home purchases, refinance existing mortgages, or obtain HELOCs. You will analyze financial goals, collect supporting documents, and guide applicants through the loan process in a fast-paced environment. The role requires... 

    United States Digital Space LLC

    Plano, TX
    6 days ago
  • Advanced Integration Technology is seeking a Senior Financial Analyst in Plano, TX to lead forecasting, budgeting and operating plans. You will model financial scenarios, prepare reports, and support board-ready presentations for senior management. You will partner with... 

    Advanced Integration Technology

    Plano, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Solutions Advisor. Be the first to apply!