Client-First Financial Solutions Advisor

Bank of America; Cedar Hill (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America in the United States seeks a financial adviser to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, meet clients, build a financial plan, and recommend brokerage products.

Requires Series 7 and 66, at least one year in investments or financial services, and strong relationship-building. Monday–Friday with rotating Saturdays.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience in financial services or a sales environment with goals.
• Ability to build and nurture client relationships and work in a fast-paced environment.

Responsibilities

• Plan clients' short and long-term financial goals and build financial plans with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify new clients through referrals or existing clientele.
• Provide coaching to referral partners and maintain regulatory due diligence.

Skills

Account Management

Advisory

Client Experience

Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Advisory Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a financial adviser to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, meet clients, build a financial plan, and recommend brokerage products.

Requires Series 7 and 66, at least one year in investments or financial services, and strong relationship-building. Monday–Friday with rotating Saturdays.