Strategic Financial Solutions Advisor

Bank of America; Tyler (TX); On-site; USD 65,000 - 105,000; Full time

Job summary

Bank of America seeks a licensed financial advisor to deliver comprehensive client guidance, triage leads, and refer to partners. You will meet clients, review goals, build financial plans, and recommend brokerage products.

This role requires SAFE Act registration and licensing, with background checks and ongoing regulatory diligence. You will plan with clients to align investments, banking solutions, and risk management while growing relationships across the network.

Qualifications

• Series 7 & 66 licenses required or 63/65 with plan to complete missing series within 60 days.
• Minimum 1 year in investments or financial services with sales experience.

Responsibilities

• Triages client requests and makes referrals to internal service providers.
• Plans with clients to review financial goals and build a financial plan using brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Mitigates risk as part of daily activities.
• Identifies potential new clients through referrals or client base.
• Provides coaching to referral partners based on client needs.

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 seeks a licensed financial advisor to deliver comprehensive client guidance, triage leads, and refer to partners. You will meet clients, review goals, build financial plans, and recommend brokerage products.

This role requires SAFE Act registration and licensing, with background checks and ongoing regulatory diligence. You will plan with clients to align investments, banking solutions, and risk management while growing relationships across the network.