Client-Focused Financial Solutions Advisor

Bank of America; Tyler (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking an advisor to provide comprehensive financial guidance and tailored solutions. You will help clients reach financial goals by reviewing investments, mortgages, and banking products, and by referring to partners as needed.

The role requires obtaining required licenses (SIE,FINRA) and staying compliant with SAFE Act and background checks. Expect in-office collaboration with a structured schedule in a multi-location footprint.

Qualifications

• Experience in cultivating client relationships and assessing needs
• Ability to propose solutions aligned with client goals
• Strong communication and collaboration under time pressure
• Knowledge of investment and banking products and services

Responsibilities

• Plan clients' short and long-term financial goals with a financial plan and brokerage products
• Recommend banking and investment strategies matching client goals
• Triages client requests and refers to internal service providers based on assets
• Identify new clients through referrals or existing clientele

Skills

Client Management

Portfolio Management

Risk Management

Oral Communications

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America is seeking an advisor to provide comprehensive financial guidance and tailored solutions. You will help clients reach financial goals by reviewing investments, mortgages, and banking products, and by referring to partners as needed.

The role requires obtaining required licenses (SIE,FINRA) and staying compliant with SAFE Act and background checks. Expect in-office collaboration with a structured schedule in a multi-location footprint.