Client-Focused Financial Solutions Advisor

Bank of America; Keller (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking an advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, and build integrated financial plans with brokerage products.

You will pursue licenses, maintain regulatory compliance, and support residential mortgage activities when applicable, with a strong emphasis on client relationships and achieving sales goals.

Qualifications

• Currently holds Series 7 and 66 licenses (or equivalent 63/65)
• Minimum of 1 year in investments industry with product knowledge
• Minimum of 1 year in financial services or sales role with goals
• Ability to plan with clients and build financial strategies
• Willingness to obtain required licenses and trainings
• Knowledge of SAFE Act requirements for mortgage loan originations

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and referrals to internal service providers
• Mitigate and manage risk as part of daily activities
• Identify potential new clients through referrals or existing clientele
• Coach and provide feedback to referral partners on client needs and products

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 is seeking an advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, and build integrated financial plans with brokerage products.

You will pursue licenses, maintain regulatory compliance, and support residential mortgage activities when applicable, with a strong emphasis on client relationships and achieving sales goals.