Financial Solutions Advisor — Personal Wealth Planner

Bank of America; Frisco (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America in Frisco, TX, is seeking an Investment Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners by need, and meet with clients to review goals, build a plan, and recommend brokerage products.

Licenses and trainings are required, and SAFE Act registration applies for mortgage-related duties. This role emphasizes strong client relationships, regulatory compliance, and the ability to work a Monday–Friday

Qualifications

• Licenses required: Series 7 and 66 (or 63/65 as substitute).
• Minimum one year in investments or financial services, with sales experience.
• Must work Monday–Friday with rotating Saturdays.
• Proven ability to build client relationships and meet goals.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and referrals to appropriate internal service providers.
• Mitigate and control risk in daily activities.
• Identify new clients through referrals or center clientele.
• Coach and provide feedback to referral partners.

Skills

Series 7/66 licenses

Investment knowledge

Sales experience

Client relationships

Regulatory compliance

Education

High School Diploma

Job description

Bank of America in Frisco, TX, is seeking an Investment Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners by need, and meet with clients to review goals, build a plan, and recommend brokerage products.

Licenses and trainings are required, and SAFE Act registration applies for mortgage-related duties. This role emphasizes strong client relationships, regulatory compliance, and the ability to work a Monday–Friday