Client Investment Advisor – Financial Planning

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

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals, goal reviews, and building financial plans with brokerage products.

Qualified candidates will hold Series 7 and 66 licenses (or equivalent 63/65), have at least 1 year in investments or financial services sales, and demonstrate strong relationship skills and regulatory diligence.

Qualifications

• Series 7 and 66 licences (or the equivalent 63 and 65)
• Minimum 1 year of experience in the investments industry
• Minimum 1 year of experience in financial services or a sales environment with goals
• Ability to build and nurture strong client relationships
• Willingness to work Monday–Friday with rotating Saturdays

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies aligned with client goals and needs
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies potential new clients through referrals or centre clientele
• Provides coaching and feedback to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals, goal reviews, and building financial plans with brokerage products.

Qualified candidates will hold Series 7 and 66 licenses (or equivalent 63/65), have at least 1 year in investments or financial services sales, and demonstrate strong relationship skills and regulatory diligence.