Strategic Financial Solutions Advisor

ghr; Dallas (TX); On-site; USD 75,000 - 95,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage, banking, and investment products.

The role includes triaging client leads, referring to business partners, and meeting with clients to review goals while pursuing required licenses and SAFE Act registrations as applicable.

Qualifications

• Must obtain required industry licenses.
• Strong time-management and capacity planning.
• Proven ability to cultivate client relationships and assess needs.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Ability to learn and adapt to new technology or applications.

Responsibilities

• Help clients plan short and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal partners.
• Identify and engage new clients through referrals or center clientele.

Skills

Client Experience

Advisory Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage, banking, and investment products.

The role includes triaging client leads, referring to business partners, and meeting with clients to review goals while pursuing required licenses and SAFE Act registrations as applicable.