Financial Solutions Advisor: Build Plans & Grow Wealth

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

Job summary

Bank of America is seeking a financial services professional to provide comprehensive advice and customized solutions that help clients achieve their financial goals. The role includes triaging client leads, referring to specialists, and meeting with clients to review goals and develop financial plans.

Required licenses (Series 7 & 66 or equivalents) and at least one year in investments or financial services.

Qualifications

• Requires Series 7 & 66 (or 63/65 with 66 to be completed) licenses.
• Experience in investments or financial services with sales goals.
• Strong relationship-building and client-focused approach.
• Willingness to complete required licenses and trainings.

Responsibilities

• Plan clients' short- and long-term financial goals with a brokerage and banking mix.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers.
• Mitigates risk as part of daily activities and ensures regulatory due diligence.
• Identify potential new clients through referrals or existing clientele.
• Provide coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial services professional to provide comprehensive advice and customized solutions that help clients achieve their financial goals. The role includes triaging client leads, referring to specialists, and meeting with clients to review goals and develop financial plans.

Required licenses (Series 7 & 66 or equivalents) and at least one year in investments or financial services.