Investment & Financial Solutions Advisor

Bank of America; Manor (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, referring to partners based on client needs, and meeting with clients to review goals and assets.

Licenses and trainings must be completed as required, with SAFE Act registration obligations. Candidates will triage leads, expand client base, and manage risk in a fast-paced environment while delivering personalized banking and investment

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 with plan to complete missing exams).
• 1+ years experience in investments or financial services.
• Experience in sales environment with goals met or exceeded.
• Ability to build relationships and work with clients to meet financial goals.
• Strong regulatory due diligence and risk awareness.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, referring to partners based on client needs, and meeting with clients to review goals and assets.

Licenses and trainings must be completed as required, with SAFE Act registration obligations. Candidates will triage leads, expand client base, and manage risk in a fast-paced environment while delivering personalized banking and investment