Client-Focused Financial Solutions Advisor

Bank of America; Dallas (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America in Dallas is seeking a licensed Financial Advisor to provide tailored financial guidance and brokerage solutions, helping clients achieve their goals. In this role you will meet with clients, build financial plans, triage leads, refer to internal partners, and ensure regulatory due diligence including SAFE Act compliance.

Candidates must hold Series 7 and 66 or equivalent, demonstrate client relationship skills, and be able to work Monday–Friday with rotating Saturdays in a

Qualifications

• Must hold Series 7 and 66 licenses, or 63/65 in lieu.
• Minimum 1 year in investments and knowledge of investment products.
• Minimum 1 year in financial services or a sales environment with goals.
• Strong relationship building and client engagement.
• Able to work Monday–Friday with rotating Saturdays and manage regulatory due diligence.

Responsibilities

• Plans clients' financial goals with brokerage products (stocks, bonds, funds, annuities, banking solutions).
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or center clientele.
• Provides coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Risk Management

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America in Dallas is seeking a licensed Financial Advisor to provide tailored financial guidance and brokerage solutions, helping clients achieve their goals. In this role you will meet with clients, build financial plans, triage leads, refer to internal partners, and ensure regulatory due diligence including SAFE Act compliance.

Candidates must hold Series 7 and 66 or equivalent, demonstrate client relationship skills, and be able to work Monday–Friday with rotating Saturdays in a