Strategic Financial Solutions Advisor

Bank of America; Plano (TX); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions for clients. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals, build financial plans, and propose brokerage products.

This role requires licenses (Series 7 and 66 or equivalents) and at least one year in investments or financial services.

Qualifications

• Licensed to sell securities and provide investment guidance as required.
• Experience in banking or financial services sales with goals met or exceeded.
• Strong relationship-building and communication skills.

Responsibilities

• Plans clients' short and long-term financial goals by building a plan with brokerage products.
• Recommends banking and investments strategies aligned with goals.
• Triages client requests and refers to internal service providers by need and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or existing clientele.
• Provides coaching to referral partners based on client needs and services.

Skills

Account Management

Advisory

Client Experience

Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions

Risk Management

Written Communications

Education

Series 7 & 66 licenses

High School Diploma

Job description

Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions for clients. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals, build financial plans, and propose brokerage products.

This role requires licenses (Series 7 and 66 or equivalents) and at least one year in investments or financial services.