Investment & Financial Solutions Advisor

Bank of America; Mesquite (TX); On-site; USD 65,000 - 110,000; Full time

Job summary

Bank of America is hiring for a financial advisor role focused on providing comprehensive financial guidance and customized brokerage solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals, build financial plans, and recommend brokerage products.

Expect licensing, training, and adherence to regulatory requirements as part of the role. The position opens across multiple locations in the United States, with training at a chosen financial

Qualifications

• Requires Series 7 & 66 licenses (or 63/65 with a plan to pass 66)
• Minimum 1 year in investments industry with product knowledge
• Experience in financial services or sales meeting goals
• Strong relationship-building and client-facing communication
• Ability to navigate regulatory due diligence in daily activities

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 service providers by need and assets
• Mitigate and manage risk as part of daily activities
• Identify potential new clients through referrals or center clientele
• Provide coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, & Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is hiring for a financial advisor role focused on providing comprehensive financial guidance and customized brokerage solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals, build financial plans, and recommend brokerage products.

Expect licensing, training, and adherence to regulatory requirements as part of the role. The position opens across multiple locations in the United States, with training at a chosen financial