Financial Solutions Advisor - Private Bank Office

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

Job summary

Bank of America is seeking a Financial Solutions Advisor in our Private Bank Office to provide comprehensive financial guidance and customized solutions. You will triage client leads, meet with clients to review goals, build financial plans, and refer to business partners based on asset thresholds.

Role requires Series 7 and 66 licenses (63/65 with upgrade plan acceptable), at least three years in financial services or sales, and strong relationship management skills.

Qualifications

• Hold Series 7 and 66 licenses, or 63/65 with a plan to obtain 66 within 60 days.
• 3+ years in financial services or sales with goals met or exceeded (including investing knowledge).
• Depth and breadth of relationship management product/solutions knowledge.
• Acts as a client advocate and builds strong relationships.
• Able to manage time effectively in a fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and makes referrals to internal partners by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Relationship mgmt

Sales experience

Time management

Communication

Education

Series 7 & 66 licenses (or 63/65 with upgrade plan)

CFP/CRPC designations

Tools

CRM software

MS Office

Investment platforms

Job description

Financial Solutions Advisor - Private Bank Office

Open Full-time Pay not stated

Open — Bank of America has a posting for this job. Posted 16 Oct 2026.

This posting

About this job

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not hold the Series 66 currently but have either a Series 63 or 65, an offer can be extended with the condition that you receive a passing score for the Series 66 within 60 days.
• Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
• Depth and breadth of relationship management product/solutions knowledge and experience
• Acts as a client advocate
• Is a self-starter who efficiently manages time and capacity
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities and new client development.
• Strong computer skills and the ability to multitask in a demanding environment.
• A bachelor’s degree, preferably in business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

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