Investment & Financial Planning Advisor

Bank of America; DeSoto (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is hiring an Financial Center Advisor to provide comprehensive financial guidance and customized solutions. The role requires Series 7/66 licenses (63/65 acceptable), investment knowledge, and a track record in sales with measurable goals.

Expect responsible growth within an in-office culture that blends collaboration and client service. You will triage client needs, build financial plans with brokerage products, and refer to internal partners to satisfy asset thresholds.

Qualifications

• Series 7 & 66 licenses required (63/65 in lieu)
• At least 1 year in investments/financial services
• Experience in a sales environment with goals
• Strong relationship-building and communication skills

Responsibilities

• Build a financial plan with brokerage products (stocks, bonds, funds, annuities, banking)
• Recommend banking and investments strategies aligned with client goals
• Triages client requests and refers 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
• Coach and provide feedback to referral partners

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Pipeline Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is hiring an Financial Center Advisor to provide comprehensive financial guidance and customized solutions. The role requires Series 7/66 licenses (63/65 acceptable), investment knowledge, and a track record in sales with measurable goals.

Expect responsible growth within an in-office culture that blends collaboration and client service. You will triage client needs, build financial plans with brokerage products, and refer to internal partners to satisfy asset thresholds.