Financial Solutions Advisor - Invest & Grow Wealth

Bank of America

Dallas (TX)

On-site

USD 60,000 - 110,000

Full time

7 days ago

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Job summary

Bank of America is seeking a client-focused financial advisor to deliver comprehensive advice and customized solutions to clients to help them reach their financial goals. The role includes triaging leads, meeting with clients, reviewing goals, building financial plans, and referring to banking and brokerage products.

Licensing and training are required, including SAFE Act compliance for residential mortgage origination.

Qualifications

Must have financial services experience with a focus on client advisory and planning.
Licensing requirements include Series 7 and 66 (or 63/65 with condition to pass missing series within 60 days).
Demonstrated ability to build financial plans and refer to banking and investment products.

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