Strategic Financial Solutions Advisor

Bank of America; Round Rock (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is hiring to provide comprehensive financial guidance and customized solutions to clients. The role focuses on triaging leads, referring to partners, and meeting with clients to review goals, build plans, and recommend brokerage products.

Expect licenses, ongoing training, and SAFE Act compliance as part of duties. The position involves identifying client needs, delivering banking and investment strategies, and expanding the client base while adhering to regulatory requirements.

Qualifications

• Holds Series 7 & 66 (63/65 in lieu) licenses and passes missing series within 60 days.
• At least 1 year experience in investments and financial services/sales.
• Strong relationship-building and client-facing skills.
• Ability to plan, educate clients, and meet regulatory requirements.

Responsibilities

• Collaborate with clients to plan financial goals using brokerage products (stocks, bonds, funds, annuities).
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to appropriate internal partners.
• Manage risk and build new client relationships through referrals.
• Provide coaching to referral partners based on client needs and services offered.
• Maintain regulatory due diligence in daily activities and long-term strategies for clients.

Skills

Licensing: Series 7 & 66

Client relationship management

Financial planning

Negotiation skills

Bilingual Spanish

Education

High School Diploma / GED

Job description

Bank of America is hiring to provide comprehensive financial guidance and customized solutions to clients. The role focuses on triaging leads, referring to partners, and meeting with clients to review goals, build plans, and recommend brokerage products.

Expect licenses, ongoing training, and SAFE Act compliance as part of duties. The position involves identifying client needs, delivering banking and investment strategies, and expanding the client base while adhering to regulatory requirements.