Strategic Financial Solutions Advisor

Bank of America; Greenville (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in the United States seeks a client-focused financial professional to help clients meet their financial goals through brokerage and banking solutions. The role entails building financial plans, guiding investment choices, and coordinating referrals with internal partners to service client needs.

Required licenses (Series 7 and 66 or equivalents), plus 1+ year in investments or financial services, are essential.

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 equivalents)
• 1+ year in investments or financial services with sales experience
• Strong relationship-building and communication skills
• Able to review client goals and build financial plans
• Knowledge of brokerage products and risk management
• Willing to work Monday–Friday with rotating Saturdays

Responsibilities

• Plan clients' short and long-term financial goals with brokerage solutions
• Recommend banking and investment strategies aligned to client needs
• Triagize client requests and refer to internal partners based on assets
• Mitigate risk as part of daily activities
• Identify new clients through referrals or existing clientele
• Provide coaching feedback to referral partners

Skills

Series 7

Series 66

Investment knowledge

Sales targets

Client relationship building

Regulatory due diligence

Education

High School Diploma

Job description

Bank of America in the United States seeks a client-focused financial professional to help clients meet their financial goals through brokerage and banking solutions. The role entails building financial plans, guiding investment choices, and coordinating referrals with internal partners to service client needs.

Required licenses (Series 7 and 66 or equivalents), plus 1+ year in investments or financial services, are essential.