Strategic Financial Solutions Advisor

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

Job summary

Bank of America is seeking a financial advisor-oriented professional to provide comprehensive advice and customized solutions to clients. The role involves triaging client leads, making referrals to partners, and meeting with clients to review financial goals and build plans using brokerage and banking products.

Required licenses (Series 7 and 66 or equivalents) and at least one year in investments or financial services, with ability to meet sales goals and engage clients.

Qualifications

• Currently holds Series 7 and 66 licenses (or 63/65 in lieu)
• Minimum of 1 year of experience in investments and financial services
• Experience in a sales environment with goals met or exceeded

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and makes referrals to internal service providers
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele
• Coach and provide feedback to referral partners based on client needs

Skills

Licenses: Series 7 & 66

Investment industry experience

Client relationship skills

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial advisor-oriented professional to provide comprehensive advice and customized solutions to clients. The role involves triaging client leads, making referrals to partners, and meeting with clients to review financial goals and build plans using brokerage and banking products.

Required licenses (Series 7 and 66 or equivalents) and at least one year in investments or financial services, with ability to meet sales goals and engage clients.