Client-Focused Financial Solutions Advisor

Bank of America; Midland (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring to provide comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. The role includes triaging client leads, referrals to partners, and reviewing investment goals with clients.

Role requires licenses, with emphasis on strong relationship-building, time management, and the ability to handle multiple tasks in a fast-paced environment. Some locations may require SAFE Act considerations and background checks.

Qualifications

• High school diploma or equivalent; FINRA SIE required or pursuing
• Experience in cultivating client relationships and assessing needs
• Ability to build financial plans with brokerage and banking products

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking solutions
• Recommends banking and investment strategies aligned with client goals
• Triages client requests and refers to internal partners based on needs and asset thresholds; mitigates risk in daily activities
• Identifies and engages potential new clients through referrals or center clientele

Skills

Financial planning

Relationship management

Portfolio management

Investment knowledge

Sales experience

Communication

Risk management

Negotiation

Networking

Time management

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Job description

Bank of America is hiring to provide comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. The role includes triaging client leads, referrals to partners, and reviewing investment goals with clients.

Role requires licenses, with emphasis on strong relationship-building, time management, and the ability to handle multiple tasks in a fast-paced environment. Some locations may require SAFE Act considerations and background checks.