Strategic Investment Solutions Advisor

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

Job summary

Bank of America is hiring a client-focused financial professional to provide investment guidance and tailored financial solutions. You will review goals with clients, develop plans using stocks, bonds, and funds, and collaborate with partners to meet asset thresholds.

The role emphasizes regulatory due diligence and proactive client service. Required licenses (Series 7/66 or equivalents) and a track record in financial services with sales objectives.

Qualifications

• Current Series 7 and 66 licenses (or 63/65 in lieu).
• At least 1 year in investments and/or financial services with sales exposure.
• Ability to build financial plans and refer to partners as needed.
• Willingness to work Monday–Friday with rotating Saturdays.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client needs.
• Triage requests and refer to internal service providers by asset thresholds.
• Mitigate risk as part of daily activities.
• Develop new client relationships through referrals or center clientele.
• Coach referral partners based on client needs and product offerings.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Client Solutions

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is hiring a client-focused financial professional to provide investment guidance and tailored financial solutions. You will review goals with clients, develop plans using stocks, bonds, and funds, and collaborate with partners to meet asset thresholds.

The role emphasizes regulatory due diligence and proactive client service. Required licenses (Series 7/66 or equivalents) and a track record in financial services with sales objectives.