Personal Financial Solutions Advisor

Bank of America; Allen (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role includes triaging client leads, referring to internal partners, meeting with clients, and building financial plans with brokerage products.

Responsibilities include recommending banking and investment strategies, guiding clients, and ensuring regulatory compliance and licenses are maintained.

Qualifications

• High School Diploma or GED required.
• Experience in financial services or sales with achieving goals preferred.
• Bi-lingual Spanish speaking is a plus.

Responsibilities

• Develop financial plans and tailor solutions to client goals.
• Triages client leads and refers to internal partners based on needs and assets.
• Meet with clients to review financial and investment goals and build plans.
• Recommend banking and investment strategies aligned to client goals.
• Maintain regulatory due diligence and complete required licenses and trainings.
• Assist with risk controls as part of daily activities.

Skills

Account Mgmt

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Issue Management

Pipeline Mgmt

Risk Mgmt

Written Comm

Education

High School Diploma

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role includes triaging client leads, referring to internal partners, meeting with clients, and building financial plans with brokerage products.

Responsibilities include recommending banking and investment strategies, guiding clients, and ensuring regulatory compliance and licenses are maintained.