Strategic Financial Solutions Advisor

Bank of America; Balch Springs (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in the United States seeks a financial advisor to provide comprehensive guidance and customized solutions to clients, helping them reach their financial goals.

Responsibilities include triaging leads, referring to partners, and meeting with clients to review goals and recommend products; role requires licenses and SAFE Act registration.

This position emphasizes an in-office culture with flexibility based on role-specific responsibilities and business needs.

Qualifications

• Aptitude in obtaining required industry licenses.
• Strong time management and capacity control.
• Experience cultivating client relationships and needs-based solutions.
• Proven ability to build peer relationships and collaborate.
• Ability to work in a fast-paced environment and multitask.
• Willingness to learn new technology and applications.

Responsibilities

• Triages client leads and referrals to meet financial goals.
• Advises on banking and investment strategies aligned with goals.
• Reviews client goals and recommends products and services.
• Complies with SAFE Act requirements for mortgage origination.

Skills

Financial planning

Client relations

Sales experience

Regulatory compliance

Asset allocation

Risk management

Communication skills

Education

Bachelor's degree

High School Diploma

Job description

Bank of America in the United States seeks a financial advisor to provide comprehensive guidance and customized solutions to clients, helping them reach their financial goals.

Responsibilities include triaging leads, referring to partners, and meeting with clients to review goals and recommend products; role requires licenses and SAFE Act registration.

This position emphasizes an in-office culture with flexibility based on role-specific responsibilities and business needs.