Financial Solutions Advisor: Client Growth & Investment Planning

Bank of America; Dallas (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America in the Dallas area is seeking a financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners based on client needs and assets, and review goals with clients to recommend suitable products.

You will pursue required licenses and training to stay compliant with SAFE Act requirements.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Strong communication and collaboration in a fast-paced environment.
• Ability to manage time and capacity independently.
• Familiarity with banking and investment products.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage and banking products.
• Review financial goals with clients and make product recommendations.
• Triages client requests and refers to internal partners based on needs.
• Identify and engage potential new clients through referrals.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Oral Communications

Executive Presence

Trading

Education

Bachelor's degree

High School Diploma / GED

Job description

Bank of America in the Dallas area is seeking a financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners based on client needs and assets, and review goals with clients to recommend suitable products.

You will pursue required licenses and training to stay compliant with SAFE Act requirements.