Strategic Financial Solutions Advisor

Bank of America; Kyle (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services institution based in Texas seeks a financial advisor responsible for providing tailored financial solutions to clients. The role includes triaging client leads, recommending products, and requires Series 7 & 66 licenses. Ideal candidates have at least one year of experience in the financial services industry and possess strong relationship-building and communication skills. The position promotes a collaborative and client-focused environment with opportunities for professional growth.

Qualifications

• Currently holds Series 7 & 66 licenses, or 63 or 65.
• At least one year experience in the investments industry.
• At least one year experience in the financial service industry.
• Proven ability to set and accomplish goals.

Responsibilities

• Plan short and long-term financial goals with clients.
• Recommend banking and investment strategies.
• Triages client requests effectively.
• Engage potential new clients through referrals.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Issue Management

Pipeline Management

Causation Analysis

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

A leading financial services institution based in Texas seeks a financial advisor responsible for providing tailored financial solutions to clients. The role includes triaging client leads, recommending products, and requires Series 7 & 66 licenses. Ideal candidates have at least one year of experience in the financial services industry and possess strong relationship-building and communication skills. The position promotes a collaborative and client-focused environment with opportunities for professional growth.