Financial Solutions Advisor Consumer Investments - Dallas North Market
Bank of America USA
The Financial Solutions Advisor Consumer Investments role at Bank of America serves the Dallas North Market, covering locations such as Dallas, Rowlett, Garland, Greenville, Rockwall, Plano, Murphy, Richardson, and Wylie. The advisor provides comprehensive advice and customized solutions to help clients achieve financial goals by triaging leads, building financial plans with brokerage products, and recommending banking and investment strategies.