Wealth & Financial Solutions Advisor

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

Job summary

Bank of America in the United States seeks a client advisory professional to help clients achieve financial goals by delivering tailored solutions across brokerage, banking, and investment products. The role includes triaging leads, referrals to partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend solutions.

Required licenses or training, plus SAFE Act compliance for mortgage-related work, are part of the framework.

Qualifications

• Licenses and registrations required by industry for client advisory services.
• Strong time-management and capacity planning skills.
• Experience in cultivating client relationships and assessing needs.
• Ability to work in a fast-paced environment and manage multiple tasks.

Responsibilities

• Plan clients' financial goals with brokerage products, such as stocks, bonds and funds.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal providers while managing risk.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma or GED

FINRA SIE

Bachelor’s degree or 1 year financial services experience

Job description

Bank of America in the United States seeks a client advisory professional to help clients achieve financial goals by delivering tailored solutions across brokerage, banking, and investment products. The role includes triaging leads, referrals to partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend solutions.

Required licenses or training, plus SAFE Act compliance for mortgage-related work, are part of the framework.