Strategic Financial Solutions Advisor

Bank of America; Fort Worth (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America in Fort Worth, TX seeks a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals through investments, banking and wealth management products.

You will triage client leads, refer to partners, review goals with clients, and pursue required licenses and trainings, including SAFE Act considerations for mortgage lending. A high level of integrity and client focus is required.

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 effective communication and collaboration
• Demonstrates a results‑driven mindset while prioritizing client's interest in a complex, fast‑paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Works with clients to plan short and long‑term financial goals using brokerage products
• Recommends banking and investments strategies aligned to client goals
• Triages client requests and refers to internal service providers based on needs and assets
• Identifies and engages potential new clients through referrals or center clientele

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Referral Management

Client Management

Customer and Client Focus

Risk Management

Oral Communications

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Fort Worth, TX seeks a Financial Advisor to provide comprehensive guidance and customized solutions to clients, helping them reach financial goals through investments, banking and wealth management products.

You will triage client leads, refer to partners, review goals with clients, and pursue required licenses and trainings, including SAFE Act considerations for mortgage lending. A high level of integrity and client focus is required.