Client-Focused Financial Solutions Advisor

Bank of America; Lake Worth (TX); On-site; USD 75,000 - 125,000; Full time

Job summary

Bank of America in the United States is seeking financial professionals to deliver comprehensive advice and customized financial plans. You will triage client leads, refer to business partners, and meet with clients to review goals, building plans and recommending brokerage products.

Role requires licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services sales, and a commitment to regulatory due diligence and SAFE Act registration where applicable.

Qualifications

• Series 7 & 66 licenses required, or 63/65 with plan to complete 66 within 60 days.
• 1+ year experience in investments industry or financial services sales.
• Experience in a fast-paced environment with goal attainment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on client needs and assets.
• Mitigates risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Tools

CRM Systems

MS Office

Job description

Bank of America in the United States is seeking financial professionals to deliver comprehensive advice and customized financial plans. You will triage client leads, refer to business partners, and meet with clients to review goals, building plans and recommending brokerage products.

Role requires licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services sales, and a commitment to regulatory due diligence and SAFE Act registration where applicable.