Strategic Financial Planning & Advisory

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

Job summary

Bank of America is seeking a Client Advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, and build a financial plan leveraging brokerage products and banking solutions.

Expect to complete required licenses and trainings, with responsibilities including residential mortgage referrals where applicable, in a dynamic, in-office environment. Monday–Friday with rotating Saturdays may apply.

Qualifications

• Currently holds Series 7 and 66 licenses (or 63/65 equivalents).
• At least 1 year in investments or financial services; sales experience a plus.
• Excellent client-facing communication and relationship-building abilities.
• Ability to build financial plans and recommend brokerage products.
• Wamiliar with regulatory due diligence and SAFE Act requirements.

Responsibilities

• Work with clients to plan short and long-term financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to appropriate internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or existing centers of influence.
• Provide coaching to referral partners based on client needs.

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 / Secondary School or equivalent

Job description

Bank of America is seeking a Client Advisor to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, and build a financial plan leveraging brokerage products and banking solutions.

Expect to complete required licenses and trainings, with responsibilities including residential mortgage referrals where applicable, in a dynamic, in-office environment. Monday–Friday with rotating Saturdays may apply.