Strategic Financial Solutions Advisor

Bank of America; Fort Worth (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Fort Worth, TX seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach goals.

The role involves triaging client leads, referring to partners, and meeting with clients to review financial and investment goals and recommend products. Requires Series 7 and 66 licenses and at least 1 year in financial services; in-office with rotating Saturdays.

Qualifications

• Current Series 7 and 66 licenses; 63/65 acceptable in lieu of 66.
• At least 1 year of experience in financial services or a sales environment with goals met.
• Ability to build and nurture client relationships and communicate confidently.
• Knowledge of regulatory due diligence and mortgage loan SAFE Act considerations.

Responsibilities

• Triages client leads and referrals to appropriate partners based on needs and thresholds.
• Reviews financial and investment goals with clients and recommends suitable products.
• Maintains and grows client relationships while managing risk and compliance.

Skills

Series 7 & 66 licenses

Financial services experience

Client relationship building

Regulatory due diligence

Time management

Effective communication

Education

High School Diploma / GED

Job description

Bank of America in Fort Worth, TX seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach goals.

The role involves triaging client leads, referring to partners, and meeting with clients to review financial and investment goals and recommend products. Requires Series 7 and 66 licenses and at least 1 year in financial services; in-office with rotating Saturdays.