Strategic Financial Planner & Investment Advisor

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

Job summary

Bank of America in Texas is hiring a client-focused financial professional to advise clients on investments, loans, and banking solutions. The role involves meeting clients, building financial plans, and referring to specialists as needed, while maintaining regulatory compliance and ongoing education.

You will work Monday through Friday with rotating Saturdays, hold required licenses, and develop relationships within a diverse community.

Qualifications

• High School Diploma or equivalent required.
• Series 7 and 66 licenses (or 63/65 in lieu) required.
• Experience in investments and financial services preferred.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refer to internal service providers as appropriate.
• Mitigate risk as part of daily activities.
• Identify and engage new clients through referrals or existing centers of influence.

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

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America in Texas is hiring a client-focused financial professional to advise clients on investments, loans, and banking solutions. The role involves meeting clients, building financial plans, and referring to specialists as needed, while maintaining regulatory compliance and ongoing education.

You will work Monday through Friday with rotating Saturdays, hold required licenses, and develop relationships within a diverse community.