Financial Solutions Advisor: Grow Client Wealth & Goals

Bank of America; Mansfield (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in Mansfield, Texas seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to partners, meet with clients to review goals and build financial plans incorporating brokerage products.

The role requires active licenses (Series 7 and 66 or 63/65 as allowed), experience in investments and financial services, strong relationship-building, and the ability to

Qualifications

• Licenses Series 7 & 66 required; 63/65 accepted with condition to pass missing series within 60 days.
• At least 1 year in investments and financial services.
• Sales experience in a goal-driven environment.
• Ability to build and maintain client relationships and deliver financial planning.

Responsibilities

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

Skills

Client Advisory

Relationship Building

Communication

Time Management

Sales Acumen

Financial Planning

Education

High School Diploma

Job description

Bank of America in Mansfield, Texas seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to partners, meet with clients to review goals and build financial plans incorporating brokerage products.

The role requires active licenses (Series 7 and 66 or 63/65 as allowed), experience in investments and financial services, strong relationship-building, and the ability to