Financial Solutions Advisor - Grow Client Wealth & Plans

Bank of America; Town of Texas, Fort Worth (WI, TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to business partners by asset thresholds, and meet with clients to review goals, build plans, and recommend brokerage products.

The role requires active licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services, and strong relationship skills. Regulatory due diligence is emphasized.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry with investment products knowledge.
• Has at least one year experience in financial services or a sales environment with goals achieved.
• Sets and accomplishes goals and builds strong client relationships.
• Collaborates effectively with others and communicates confidently with clients.
• Maintains regulatory due diligence in daily activities and long-term strategies.

Responsibilities

• Plans short- and long-term financial goals with clients and builds financial plans using brokerage products.
• Recommends banking and investment strategies aligning with client goals and needs.
• Triages client requests and makes referrals to internal service providers by asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs and potential products.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial professional to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to business partners by asset thresholds, and meet with clients to review goals, build plans, and recommend brokerage products.

The role requires active licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services, and strong relationship skills. Regulatory due diligence is emphasized.