Financial Solutions Advisor: Investment Planning & Growth

Bank of America; Arlington (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Arlington, TX is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging client leads, making referrals, meeting with clients to review goals, building a financial plan, and recommending brokerage products.

This position requires Series 7 and 66 licenses (or equivalents), knowledge of investments, and the ability to work in a fast-paced, regulatory-conscious

Qualifications

• Currently holds Series 7 & 66 licenses. If missing 66 but has 63 or 65, eligibility to obtain 66 within 60 days.
• At least 1 year experience in the investments industry and financial services or sales environment with goals met or exceeded.
• Experience planning with clients and recommending brokerage products. Familiarity with regulatory due diligence.

Responsibilities

• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds.
• Plans client short- and long-term financial goals including brokerage products, stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommends banking and investment strategies aligned with client goals and needs.
• Maintains strong client relationships and manages risk in daily activities.
• Engages new clients through referrals and center clientele; coaches referral partners.

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

Tools

Series 7 & 66 Licenses

Job description

Bank of America in Arlington, TX is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging client leads, making referrals, meeting with clients to review goals, building a financial plan, and recommending brokerage products.

This position requires Series 7 and 66 licenses (or equivalents), knowledge of investments, and the ability to work in a fast-paced, regulatory-conscious