Personal Financial Solutions Advisor

Bank of America; Fort Worth (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America in Fort Worth, TX, is seeking a client-focused financial advisor to help clients plan toward their short- and long-term financial goals. You will build tailored financial plans using brokerage products and banking solutions, while coordinating with internal partners to meet client needs.

The role emphasizes prudent risk control, referrals, and ongoing relationship development with existing and prospective clients in a fast-paced environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• FINRA SIE is preferred and may be required.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• 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

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America in Fort Worth, TX, is seeking a client-focused financial advisor to help clients plan toward their short- and long-term financial goals. You will build tailored financial plans using brokerage products and banking solutions, while coordinating with internal partners to meet client needs.

The role emphasizes prudent risk control, referrals, and ongoing relationship development with existing and prospective clients in a fast-paced environment.