Investment Solutions Advisor – Personal Finance & Planning

Bank of America; Allen (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Bank of America in Allen, Texas is seeking a financial professional to provide comprehensive advice and customized solutions, helping clients reach their financial goals. You will triage leads, refer to partners, review goals, build financial plans, and recommend brokerage products.

Licensing such as Series 7/66 and SAFE Act registration may apply. The role emphasizes relationship building, risk mitigation, and working weekdays with rotating Saturdays in an in-office culture with flexible

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry.
• Minimum of one year of experience in the financial service industry and/or a sales environment.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client goals.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Allen, Texas is seeking a financial professional to provide comprehensive advice and customized solutions, helping clients reach their financial goals. You will triage leads, refer to partners, review goals, build financial plans, and recommend brokerage products.

Licensing such as Series 7/66 and SAFE Act registration may apply. The role emphasizes relationship building, risk mitigation, and working weekdays with rotating Saturdays in an in-office culture with flexible