Wealth & Financial Solutions Advisor

Bank of America; Baytown (TX); On-site; USD 75,000 - 90,000; Full time

Job summary

Bank of America seeks a licensed financial professional to provide comprehensive financial guidance and customized solutions. Responsibilities include triaging client leads, building financial plans, and recommending brokerage products to help clients reach goals.

You will coordinate referrals to partners based on client needs and asset thresholds, while complying with SAFE Act requirements. The role emphasizes client relationship management, risk controls, and collaborative advisory services in

Qualifications

• Holds Series 7 & 66 licenses (or 63/65 in lieu) and able to obtain missing licenses within 60 days.
• At least 1 year in investments or financial services with deep product knowledge.
• Experience in a sales environment with targets met or exceeded.
• Strong relationship-building and multi-tasking abilities.
• Ability to work in a fast-paced environment and manage regulatory due diligence.

Responsibilities

• Triages client leads and references to internal partners based on client needs and assets.
• Develops financial plans and recommends brokerage products to meet client goals.
• Morges and follows up on referrals and ensures regulatory compliance (SAFE Act).
• Provides coaching to referral partners and maintains client relationships.
• Manages risk and regulatory due diligence in daily activities.

Skills

Causation Analysis

Written Communications

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Pipeline Management

Client Management

Policies & Guidelines

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a licensed financial professional to provide comprehensive financial guidance and customized solutions. Responsibilities include triaging client leads, building financial plans, and recommending brokerage products to help clients reach goals.

You will coordinate referrals to partners based on client needs and asset thresholds, while complying with SAFE Act requirements. The role emphasizes client relationship management, risk controls, and collaborative advisory services in