Financial Solutions Advisor — Client Planning & Investments

Bank of America; Plano (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America is seeking a licensed financial professional to advise clients on investments and banking solutions. You will develop financial plans, review goals, and refer clients to internal partners based on needs and assets. Licensing and regulatory compliance are essential.

The role requires Series 7 and 66 licenses (or equivalents) and at least one year in investments or financial services, with a drive to meet sales goals and build strong client relationships.

Qualifications

• Series 7 and 66 licenses required (or 63/65 equivalents).
• Minimum one year of investments/financial services experience.
• Sales experience with goals and performance expectations.
• Ability to work Monday–Friday with rotating Saturdays.
• Strong relationship building and communication skills.

Responsibilities

• Plan and advise clients using brokerage products and banking solutions.
• Triages client requests and referrals to internal service providers.
• Develop and review financial plans and investment goals with clients.
• Maintain regulatory due diligence and licensing requirements.
• Collaborate with partners to meet client needs and asset thresholds.
• Mitigate risk and uphold compliance in daily activities.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Pipeline Management

Written Communications

Causation Analysis

Education

High School Diploma

Job description

Bank of America is seeking a licensed financial professional to advise clients on investments and banking solutions. You will develop financial plans, review goals, and refer clients to internal partners based on needs and assets. Licensing and regulatory compliance are essential.

The role requires Series 7 and 66 licenses (or equivalents) and at least one year in investments or financial services, with a drive to meet sales goals and build strong client relationships.