Strategic Financial Solutions Advisor

Bank of America; Cypress (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Bank of America is seeking a professional to provide comprehensive financial advice and customized solutions. The role involves triaging client leads, referrals to internal partners, meetings to review goals, and building financial plans with brokerage products.

You will work in a fast-paced environment, complete required licenses, and contribute to a compliant, client-centered advisory practice across locations.

Qualifications

• Series 7 & 66 licenses are required (or 63/65 combined).
• Minimum 1 year experience in investments or financial services.
• Experience in a sales environment with goals.
• Ability to build relationships and manage client needs.

Responsibilities

• Plan financial goals with brokerage products (stocks, bonds, funds).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners.
• Mitigate risk as part of daily activities.
• Identify potential new clients through referrals or existing clientele.
• Coach and provide feedback to referral partners.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a professional to provide comprehensive financial advice and customized solutions. The role involves triaging client leads, referrals to internal partners, meetings to review goals, and building financial plans with brokerage products.

You will work in a fast-paced environment, complete required licenses, and contribute to a compliant, client-centered advisory practice across locations.