Wealth & Investment Planning Advisor

Bank of America; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America in the United States seeks a client advisory professional to provide comprehensive financial guidance, triage client leads, and coordinate referrals to partners based on client needs and asset levels. The role involves meeting with clients to review goals, building a financial plan, and recommending brokerage products while ensuring compliance with SAFE Act and licensing requirements.

Candidates should hold the appropriate licenses, have investment experience, and be able to work

Qualifications

• Licenses required: Series 7 and 66 (or 63 and 65 in lieu)
• Minimum 1 year in investments or financial services with sales experience
• Strong relationship-building and goal-driven mindset
• Ability to plan and review client financial goals with brokerage products
• Must comply with SAFE Act requirements and background checks
• Ability to work Monday–Friday with rotating Saturdays

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers based on needs
• Mitigate and control risk as part of daily activities
• Identify potential new clients through referrals or existing clientele
• Provide coaching and feedback to referral partners based on client needs

Skills

Series 7/66 licenses

Account Management

Advisory

Client Experience

Communication

Attention to Detail

Education

High School Diploma / GED

Tools

Licensing Records

Job description

Bank of America in the United States seeks a client advisory professional to provide comprehensive financial guidance, triage client leads, and coordinate referrals to partners based on client needs and asset levels. The role involves meeting with clients to review goals, building a financial plan, and recommending brokerage products while ensuring compliance with SAFE Act and licensing requirements.

Candidates should hold the appropriate licenses, have investment experience, and be able to work