Strategic Financial Solutions Advisor

Bank of America; Waco (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America in Waco, TX seeks a Financial Advisor to deliver comprehensive financial planning and investment guidance. You will triage client leads, refer to partners, and meet with clients to review goals and recommend products across brokerage, banking, and advisory solutions.

The role requires obtaining licenses and trainings, pursuing FINRA registrations (e.g., SIE), and maintaining compliance. This position is in-office with a standard 40-hour week; local market knowledge preferred.

Qualifications

• Licensing required to obtain necessary FINRA registrations.
• Experience in cultivating client relationships and assessing client needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Plan clients' financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies aligned with client goals and needs.
• Triages client requests and refers to appropriate internal service providers based on client needs and asset thresholds.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Risk Management

Financial Planning

Trading

Executive Presence

Oral Communications

Referral Management

Education

Bachelor’s degree

FINRA SIE

High School Diploma

Job description

Bank of America in Waco, TX seeks a Financial Advisor to deliver comprehensive financial planning and investment guidance. You will triage client leads, refer to partners, and meet with clients to review goals and recommend products across brokerage, banking, and advisory solutions.

The role requires obtaining licenses and trainings, pursuing FINRA registrations (e.g., SIE), and maintaining compliance. This position is in-office with a standard 40-hour week; local market knowledge preferred.