Strategic Financial Solutions Advisor

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

Job summary

Bank of America is seeking a Financial Advisor in the Dallas area to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs, and conduct reviews of goals and investments.

The role requires obtaining industry licenses, building client relationships, and delivering tailored banking and investment strategies in a fast-paced environment.

Qualifications

• Must be able to obtain required industry licenses.
• Strong time-management and capacity.
• Experience cultivating client relationships and assessing needs.
• Demonstrates a results-driven mindset while prioritizing client interests.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs.
• Identify potential new clients through referrals or existing clientele.

Skills

Client relationships

Time management

Communication

Sales experience

Risk management

Adaptability

Trading

Executive presence

Education

Bachelor's degree

High School Diploma

FINRA SIE (Desired)

Job description

Bank of America is seeking a Financial Advisor in the Dallas area to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs, and conduct reviews of goals and investments.

The role requires obtaining industry licenses, building client relationships, and delivering tailored banking and investment strategies in a fast-paced environment.