Financial Planning & Investments Advisor

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

Job summary

Bank of America in Garland, TX is seeking a Financial Advisor to deliver comprehensive advice and customized solutions to help clients reach their financial goals. You will triage client leads, refer to appropriate partners, meet clients to review goals, build financial plans, and recommend brokerage products.

This position requires licenses and ongoing training, including SAFE Act compliance. The role supports an in-office culture with training at a financial center and potential mobility based

Qualifications

• Holds Series 7 and 66 licenses or 63/65 in lieu.
• Minimum of 1 year experience in investments and financial services.
• Experience in a sales environment where goals were met or exceeded.
• Bi-lingual Spanish speaking is a plus.
• Willingness to obtain additional licenses and registrations.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products, including stocks, bonds, mutual funds, annuities, and banking/ money managed solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience

Active Listening

Communication

Attention to Detail

Risk Management

Education

Series 7 & 66 licenses (63/65 in lieu of 66)

High School Diploma / GED

CFP designation

CRPC designation

Insurance licenses

Job description

Bank of America in Garland, TX is seeking a Financial Advisor to deliver comprehensive advice and customized solutions to help clients reach their financial goals. You will triage client leads, refer to appropriate partners, meet clients to review goals, build financial plans, and recommend brokerage products.

This position requires licenses and ongoing training, including SAFE Act compliance. The role supports an in-office culture with training at a financial center and potential mobility based