Client-Focused Financial Solutions Advisor

ghr; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring to advise clients and provide customized financial solutions. You will triage leads, refer to partners, and meet with clients to review goals and recommend banking and investment products.

The role involves completing required licenses, adhering to SAFE Act requirements for mortgage-related activities, and maintaining good standing. A strong emphasis on client-first strategies and comprehensive planning is central to the position.

Qualifications

• Requires ability to obtain industry licenses and registrations.
• Ability to plan and review client financial goals with recommended products.
• Experience in cultivating client relationships and understanding needs.

Responsibilities

• Triages client leads and refers to internal partners based on needs and asset thresholds.
• Meets with clients to review financial and investment goals and recommend products.
• Builds financial plans using brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Identifies new clients through referrals or center clientele and manages risk daily.

Skills

Oral Communications

Client Management

Investment Management

Risk Management

Executive Presence

Prospecting

Team Collaboration

Financial Planning

Brokerage Products

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

FINRA SIE (desired)

Job description

Bank of America is hiring to advise clients and provide customized financial solutions. You will triage leads, refer to partners, and meet with clients to review goals and recommend banking and investment products.

The role involves completing required licenses, adhering to SAFE Act requirements for mortgage-related activities, and maintaining good standing. A strong emphasis on client-first strategies and comprehensive planning is central to the position.