Financial Solutions Advisor: Build Client Wealth Plans

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

Job summary

Bank of America seeks a professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet clients, build plans, and recommend brokerage products.

Licenses and ongoing trainings are required, with SAFE Act registration compliance. Role involves planning with clients, managing risk, referrals, and coaching partners to grow the client base.

Qualifications

• Holds Series 7 & 66 licenses (or 63/65 with the condition of passing the missing series).
• At least 1 year of investments experience and knowledge of investment products/services.
• At least 1 year in financial services or a sales environment with goals met/exceeded.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products, including stocks, bonds and funds.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and refers to internal partners based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Coach and provide feedback to referral partners on client needs and solutions.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet clients, build plans, and recommend brokerage products.

Licenses and ongoing trainings are required, with SAFE Act registration compliance. Role involves planning with clients, managing risk, referrals, and coaching partners to grow the client base.