Investment & Financial Planning Advisor

Bank of America; DeSoto (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a financially savvy professional to provide comprehensive advice and customized solutions. The role focuses on triaging leads, reviewing goals, and building plans with brokerage products. You will work with clients to meet investment and banking needs and complete required licenses.

The position emphasizes strong client relationships, risk awareness, and collaboration with internal partners to deliver tailored financial guidance to a diverse client base.

Qualifications

• Holds required securities licenses (Series 7 & 66 or 63/65 with 66 conditional) and licenses continued.
• Experience in investments and financial services sales with goals met or exceeded.
• Strong relationship-building and client-facing communication skills.

Responsibilities

• Plan client financial goals and build a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to appropriate internal service providers.
• Mitigates risk as part of daily activities.
• Identify and engage new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Causation Analysis

Written Communications

Account Management

Advisory

Client Experience Branding

Client Solutions Advisory

Risk Management

Oral Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financially savvy professional to provide comprehensive advice and customized solutions. The role focuses on triaging leads, reviewing goals, and building plans with brokerage products. You will work with clients to meet investment and banking needs and complete required licenses.

The position emphasizes strong client relationships, risk awareness, and collaboration with internal partners to deliver tailored financial guidance to a diverse client base.