Wealth & Financial Solutions Advisor - DFW Area

Bank of America; Dallas (TX); Presencial; USD 85.000 - 110.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referrals, reviewing goals, and building financial plans with brokerage products.

Role requires securities licenses (Series 7 & 66) or equivalents, with at least one year in investments and financial services. Strong communication and relationship skills are essential in a fast-paced environment.

Formación

• Holds Series 7 & 66 licenses; 63/65 in lieu of 66 may be acceptable with passing score within 60 days.
• At least one year experience in the investments industry and knowledge of investment products and services.
• At least one year experience in financial services or a sales environment with goals met/exceeded.
• Strong relationship-building, communication, and ability to work in a fast-paced environment.

Responsabilidades

• Plan clients' short and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and makes referrals to internal service providers based on asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or financial center clientele; provide coaching to referral partners.

Conocimientos

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies Procedures Guidelines

Risk Management

Written Communications

Educación

High School Diploma / GED / Secondary School or equivalent

Herramientas

CRM

Descripción del empleo

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referrals, reviewing goals, and building financial plans with brokerage products.

Role requires securities licenses (Series 7 & 66) or equivalents, with at least one year in investments and financial services. Strong communication and relationship skills are essential in a fast-paced environment.