Financial Solutions Advisor – Wealth Planning & Investments

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

Job summary

Bank of America is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions to clients, helping them meet their goals through investments, banking products, and advisory services.

Role requires Series 7 and 66 licenses, strong client relationships, and adherence to regulatory due diligence. In-office focus with flexible role-specific responsibilities and training opportunities.

Qualifications

• Requires Series 7 and 66 (or 63/65) licenses.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client 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.

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

Job description

Bank of America is seeking a Financial Advisor to deliver comprehensive financial guidance and tailored solutions to clients, helping them meet their goals through investments, banking products, and advisory services.

Role requires Series 7 and 66 licenses, strong client relationships, and adherence to regulatory due diligence. In-office focus with flexible role-specific responsibilities and training opportunities.