Financial Solutions Advisor: Client Investment & Planning

Bank of America; Denton (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America in the United States seeks a client-focused financial advisor to deliver comprehensive financial planning, brokerage solutions, and banking products. You will triage client leads, refer to partners, and review investment goals with clients.

The role requires licenses, ongoing trainings, and adherence to SAFE Act regulations. Responsibilities include guiding clients to meet financial goals, building plans with brokerage products, and coaching referral partners.

Qualifications

• Series 7 and 66 licenses required (or 63/65 in lieu)
• 1+ year in investments and金融 services sales experience
• Proven ability to meet or exceed sales goals
• Strong relationship-building and collaboration skills
• Effective communication with clients and colleagues
• Ability to manage time, prioritize tasks, and work in a fast-paced environment
• Commitment to regulatory due diligence and SAFÉ Act requirements

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, banking solutions)
• Recommend banking and investment strategies aligned with client needs
• Triages client requests and referrals to internal service providers
• Mitigate and control risk as part of daily activities
• Identify potential new clients through referrals or client base
• Provide coaching and feedback to referral partners based on client needs and product services

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 in the United States seeks a client-focused financial advisor to deliver comprehensive financial planning, brokerage solutions, and banking products. You will triage client leads, refer to partners, and review investment goals with clients.

The role requires licenses, ongoing trainings, and adherence to SAFE Act regulations. Responsibilities include guiding clients to meet financial goals, building plans with brokerage products, and coaching referral partners.