Financial Solutions Advisor: Plan & Invest for Clients

Bank of America; Arlington (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and financial planning.

The role requires Series 7 and 66 licenses (63/65 acceptable), one year in investments, strong client-management skills, and adherence to SAFE Act processes. Training at a financial center, potential transition to phone-based work within commuting distance.

Qualifications

• Requires Series 7 & 66 licenses; 63/65 in lieu of 66 allowed with passing missing series within 60 days.
• At least one year in investments and financial services or sales with targets met.
• Excellent communication, relationship building and time management.
• Willingness to comply with SAFE Act registrations and background checks.

Responsibilities

• Triages client requests and builds financial plans with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Meets with clients to review financial and investment objectives.
• Maintains regulatory due diligence in daily activities.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and financial planning.

The role requires Series 7 and 66 licenses (63/65 acceptable), one year in investments, strong client-management skills, and adherence to SAFE Act processes. Training at a financial center, potential transition to phone-based work within commuting distance.