Client-Focused Investment & Banking Advisor

Bank of America; Fort Worth (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bank of America in Fort Worth is seeking a financial professional to provide comprehensive advisory services and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to business partners, and meeting with clients to review investment plans and licensing requirements.

Requirements include Series 7 and 66 (or 63/65 in lieu), with at least one year in financial services or a sales environment.

Qualifications

• Role requires 1+ year in financial services or sales with goals met/exceeded.
• Ability to build trusted client relationships and plan financial goals.
• Familiarity with brokerage products and investment strategies.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage and banking solutions.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers based on asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Builds and nurtures relationships

Communicates effectively

Collaborates with others

Time management

Regulatory due diligence

Financial goal planning

Tools

CRM systems

Job description

Bank of America in Fort Worth is seeking a financial professional to provide comprehensive advisory services and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to business partners, and meeting with clients to review investment plans and licensing requirements.

Requirements include Series 7 and 66 (or 63/65 in lieu), with at least one year in financial services or a sales environment.