Financial Solutions Advisor: Client Planning & Investments

Bank of America; Amarillo (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions to clients in Amarillo, TX. You will triage leads, refer to partners, and develop financial plans using brokerage products to meet client goals.

Required licenses (Series 7 & 66) and at least 1 year in investments or financial services are expected. The role emphasizes relationship-building, proactive referrals, and regulatory due diligence in daily activities.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Skills

Account Management

Client Advisory

Relationship Building

Sales Experience

Effective Communications

Needs Analysis

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to deliver comprehensive financial guidance and customized solutions to clients in Amarillo, TX. You will triage leads, refer to partners, and develop financial plans using brokerage products to meet client goals.

Required licenses (Series 7 & 66) and at least 1 year in investments or financial services are expected. The role emphasizes relationship-building, proactive referrals, and regulatory due diligence in daily activities.