Strategic Financial Solutions Advisor

Bank of America; Lucas (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

Bank of America seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referrals to business partners based on needs and assets, and reviewing financial and investment goals with clients.

You will build financial plans, recommend brokerage products, and meet licensing requirements. This position requires SAFE Act registration and completing the required background checks.

Qualifications

• Holding Series 7 & 66 licenses is required.
• At least one year experience in investments.
• At least one year in financial services or a sales environment.
• Able to set and achieve goals and build relationships.
• Strong communication and time management skills.

Responsibilities

• Plan clients' short- and long-term financial goals by building a plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on client needs.
• Mitigate and control risk in daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Series 7 & 66 licenses

Investment product knowledge

Client relationship building

Sales experience

Financial planning

Education

High School Diploma

Job description

Bank of America seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referrals to business partners based on needs and assets, and reviewing financial and investment goals with clients.

You will build financial plans, recommend brokerage products, and meet licensing requirements. This position requires SAFE Act registration and completing the required background checks.