Financial Solutions Advisor | Investment & Planning Expert

Bank of America; Colleyville (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank of America is seeking a Financial Services professional to provide comprehensive financial guidance and customized solutions. The role involves triaging leads, referring to internal partners, reviewing financial and investment goals, and building tailored financial plans with brokerage products.

Compliance with license and SAFE Act requirements is essential. Responsibilities include developing client plans, recommending banking and investment strategies, and mentoring referral partners.

Qualifications

• Requires FINRA licenses (Series 7 & 66) or equivalent
• Experience in investments and financial services
• Strong client relationship and sales capabilities
• Ability to build financial plans and recommend brokerage products
• Regulatory due diligence and SAFE Act compliance

Responsibilities

• Plan client financial goals and build financial plans with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal partners
• Mitigates risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching to referral partners based on client needs

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma

Job description

Bank of America is seeking a Financial Services professional to provide comprehensive financial guidance and customized solutions. The role involves triaging leads, referring to internal partners, reviewing financial and investment goals, and building tailored financial plans with brokerage products.

Compliance with license and SAFE Act requirements is essential. Responsibilities include developing client plans, recommending banking and investment strategies, and mentoring referral partners.