Wealth & Investment Advisor

Bank of America; College Station (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a results-driven financial services professional to advise clients and tailor solutions that help achieve their financial goals. The role emphasizes building financial plans, recommending banking and investment products, and triaging client needs.

Responsibilities include meeting clients, expanding referrals, and maintaining regulatory due diligence while supporting a team in a dynamic, office-based setting.

Qualifications

• Holding Series 7 and 66 licenses (63/65 in lieu of 66) with passing score within 60 days.
• At least one year experience in the investments industry with knowledge of investment products and services.
• At least one year experience in financial services and/or a sales environment where goals were met or exceeded.
• Ability to set and accomplish goals, build and nurture relationships, and collaborate with others.
• Strong communication skills and comfort engaging all clients.
• Ability to manage goals, navigate complexity, prioritize tasks and work in a fast-paced environment.
• Willingness to learn and apply regulatory due diligence in daily activities and long-term strategies.
• Bi-lingual Spanish speaking
• Strong computer multitasking skills
• At least three years’ experience in financial services or sales
• CFP and/or CRPC designations
• Insurance licenses

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking and managed solutions).
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers based on needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identify and engage potential new clients through referrals or client base.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a results-driven financial services professional to advise clients and tailor solutions that help achieve their financial goals. The role emphasizes building financial plans, recommending banking and investment products, and triaging client needs.

Responsibilities include meeting clients, expanding referrals, and maintaining regulatory due diligence while supporting a team in a dynamic, office-based setting.