Strategic Financial Solutions Advisor

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

Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized financial solutions. The role involves meeting with clients, building plans, and recommending brokerage products while adhering to regulatory licensing requirements.

Qualified candidates will hold Series 7 and 66 licenses (or 63/65 in lieu of 66) and have at least one year in investments or financial services with a sales background.

Qualifications

• Requires Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66)
• Minimum of one year of experience in the investments industry and/or financial services with sales experience
• Ability to set and achieve goals, build relationships and work in a fast-paced environment
• Strong client-facing communication and collaboration skills
• Willingness to work Monday through Friday with rotating Saturdays

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan and recommending brokerage products
• Triages client requests and makes referrals to internal service providers based on needs and assets
• Recommends banking and investment strategies aligned with client goals
• Mitigates risk as part of daily activities
• Identify and engage new clients through referrals or branch clientele
• Coach and provide feedback to referral partners about client needs and product services

Skills

Relationship building

Communication

Time management

Regulatory due diligence

Client needs analysis

Job description

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized financial solutions. The role involves meeting with clients, building plans, and recommending brokerage products while adhering to regulatory licensing requirements.

Qualified candidates will hold Series 7 and 66 licenses (or 63/65 in lieu of 66) and have at least one year in investments or financial services with a sales background.