Investment & Financial Planning Advisor

Bank of America; Lewisville (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America in Lewisville, TX seeks an Investment Client Advisor to provide comprehensive financial advice and customized solutions. The role includes triaging client leads, referrals, meeting clients to review goals, building a financial plan, and recommending brokerage products.

Licensing required: Series 7 and 66 (63/65 acceptable with condition). Minimum one year in investments and in financial services or sales; bilingual a plus.

Qualifications

• Series 7 & 66 licenses required; 63/65 acceptable in lieu.
• At least one year experience in the investments industry.
• At least one year experience in financial services or a sales environment with goals met or exceeded.
• Strong relationship-building, communication, and teamwork.

Responsibilities

• Plan short and long-term financial goals with brokerage products.
• Recommend banking and investments strategies.
• Triages client requests and referrals to internal service providers.
• Mitigate and control risk in daily activities.
• Identify potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs.

Skills

Client engagement

Communication

Time management

Financial goal planning

Education

High School Diploma / GED

Tools

Brokerage platforms

CRM software

Job description

Bank of America in Lewisville, TX seeks an Investment Client Advisor to provide comprehensive financial advice and customized solutions. The role includes triaging client leads, referrals, meeting clients to review goals, building a financial plan, and recommending brokerage products.

Licensing required: Series 7 and 66 (63/65 acceptable with condition). Minimum one year in investments and in financial services or sales; bilingual a plus.