Financial Solutions & Planning Advisor

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

Job summary

Bank of America is seeking a Financial Consultant to provide comprehensive financial guidance and tailored solutions. You will triage client leads, refer to internal partners by asset thresholds, and review goals with clients to build robust financial plans.

The role involves recommending banking and investments that align with client needs, expanding your client base, and coaching referral partners. Licensing and SAFE Act training are required; background checks apply.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses or equivalent.
• At least one year experience in investments and financial services sales.
• Experience meeting or exceeding sales goals in financial services.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal providers by asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clients.
• Provide coaching to referral partners based on client needs and product services.

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 Consultant to provide comprehensive financial guidance and tailored solutions. You will triage client leads, refer to internal partners by asset thresholds, and review goals with clients to build robust financial plans.

The role involves recommending banking and investments that align with client needs, expanding your client base, and coaching referral partners. Licensing and SAFE Act training are required; background checks apply.