Personal Financial Solutions Advisor

Bank of America; Dallas (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging client leads, referring to partners, and reviewing goals to recommend banking and investment products.

Responsibilities include building financial plans with brokerage products, expanding client relationships, and meeting licensing requirements.

Qualifications

• Aptitude for obtaining required industry licenses.
• Time management and capacity discipline.
• Experience cultivating client relationships and needs.
• Strong communication and collaboration skills.
• Comfort in a fast-paced environment.
• Familiarity with SAFE Act requirements.

Responsibilities

• Works with clients to plan short- and long-term financial goals using brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers by asset thresholds.
• Identifies and engages potential new clients via referrals or existing center clientele.

Skills

Financial Planning

Client Relationships

Sales & Advisory

Banking & Investments

Communication

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging client leads, referring to partners, and reviewing goals to recommend banking and investment products.

Responsibilities include building financial plans with brokerage products, expanding client relationships, and meeting licensing requirements.