Financial Solutions Advisor – Consumer Investments

Bank of America; Lake Worth (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners, review goals with clients, build financial plans, and propose brokerage products.

You will also pursue licenses and training to stay compliant with SAFE Act requirements for mortgage originations. The role emphasizes a structured advisory approach, collaboration with internal partners, and adherence to regulatory due diligence

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu of 66)
• 1+ year experience in investments industry
• 1+ year experience in financial services or sales with goals
• Ability to set and achieve goals
• Strong relationship-building skills
• Collaborates well with others
• Clear communication with clients
• Time management and prioritization in fast-paced environments
• Willingness to learn and adapt to new information
• Knowledge of regulatory due diligence
• Availability to work Monday through Friday and rotating Saturdays

Responsibilities

• Plan short- and long-term financial goals with clients using brokerage products (stocks, bonds, mutual funds, annuities)
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers based on asset thresholds
• Mitigate and manage risk as part of daily activities
• Identify potential new clients through referrals or existing client networks
• Provide coaching to referral partners based on client needs and 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 is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners, review goals with clients, build financial plans, and propose brokerage products.

You will also pursue licenses and training to stay compliant with SAFE Act requirements for mortgage originations. The role emphasizes a structured advisory approach, collaboration with internal partners, and adherence to regulatory due diligence