Strategic Financial Solutions Advisor

Bank of America; Murphy (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a licensed financial professional to guide clients toward their financial goals. This role focuses on comprehensive advice, building tailored plans using brokerage and banking solutions, and coordinating referrals to internal partners.

Requires Series 7 and 66 licenses, at least one year in investments or financial services, and ability to work Monday through Friday with rotating Saturdays; strong relationship skills and regulatory due diligence are essential.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry.
• Minimum of one year of experience in financial services or a sales environment with goals.
• Strong relationship-building and communication skills.

Responsibilities

• Works with clients to plan financial goals and builds a plan using brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a licensed financial professional to guide clients toward their financial goals. This role focuses on comprehensive advice, building tailored plans using brokerage and banking solutions, and coordinating referrals to internal partners.

Requires Series 7 and 66 licenses, at least one year in investments or financial services, and ability to work Monday through Friday with rotating Saturdays; strong relationship skills and regulatory due diligence are essential.