Strategic Financial Advisor & Planning Specialist

Bank of America; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America seeks an experienced financial advisor to triage client leads, build tailored financial plans, and refer clients to banking and investment solutions. You will work to meet regulatory requirements and leverage licenses to advise on brokerage products, mortgages, and related services.

Requirements include Series 7/66 (or 63/65), 1+ year in investments, and strong relationship-building and communication skills. Hybrid or in-office flexibility may apply depending on role.

Qualifications

• Series 7 and 66 licenses or the equivalent 63/65 in lieu of 66.
• Minimum of one year in investments and financial services with sales experience.
• Ability to meet and exceed goals and build client relationships.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Refer to internal partners based on client needs and assets.
• Build financial plans and recommend banking and investment strategies.
• Provide coaching to referral partners and manage risk.

Skills

Relationship building

Communication

Time management

Client advisory

Education

High School Diploma

Tools

Series 7

Series 66

CFP designation

CRPC designation

Insurance licenses

Job description

Bank of America seeks an experienced financial advisor to triage client leads, build tailored financial plans, and refer clients to banking and investment solutions. You will work to meet regulatory requirements and leverage licenses to advise on brokerage products, mortgages, and related services.

Requirements include Series 7/66 (or 63/65), 1+ year in investments, and strong relationship-building and communication skills. Hybrid or in-office flexibility may apply depending on role.