Strategic Financial Solutions Advisor

Bank of America; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a Financial Advisor in Dallas to provide comprehensive financial advice, triage client leads, and refer to partners based on client needs and assets. The role includes meeting with clients to review goals and suggest products, and completing required licenses and training.

Responsibilities include building financial plans using brokerage products, recommending strategies, and expanding client relationships while managing risk in a fast-paced environment.

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies that align with client goals
• Triages client requests and makes referrals to internal service providers
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or center clientele

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor in Dallas to provide comprehensive financial advice, triage client leads, and refer to partners based on client needs and assets. The role includes meeting with clients to review goals and suggest products, and completing required licenses and training.

Responsibilities include building financial plans using brokerage products, recommending strategies, and expanding client relationships while managing risk in a fast-paced environment.