Client-Focused Financial Solutions Advisor

Bank of America; Dallas (TX); On-site; USD 65,000 - 110,000; Full time

Job summary

Bank of America is seeking a proactive Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging client leads, referring to partners, and reviewing goals with clients while pursuing required licenses and trainings.

SAFE Act registration is required for mortgage-related duties. You will build financial plans using brokerage products, develop tailored investment strategies, and expand client

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

FINRA SIE (DESIRED)

Job description

Bank of America is seeking a proactive Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging client leads, referring to partners, and reviewing goals with clients while pursuing required licenses and trainings.

SAFE Act registration is required for mortgage-related duties. You will build financial plans using brokerage products, develop tailored investment strategies, and expand client