Wealth & Investment Solutions Advisor

Bank of America; Dallas (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging client leads, referring to partners, and meeting with clients to review goals and recommend products.

The role requires licenses and training, with eligibility for SAFE Act due to mortgage activity. Strong client relationships and risk awareness are essential.

Qualifications

• Licensing: obtain required industry licenses.
• Time management and capacity.
• Cultivating client relationships and assessing needs.
• Strong communication and collaboration.
• Multitasking in a fast-paced environment.

Responsibilities

• Plan clients' financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal partners based on needs and assets.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or existing center clientele.

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Client Management

Oral Communications

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging client leads, referring to partners, and meeting with clients to review goals and recommend products.

The role requires licenses and training, with eligibility for SAFE Act due to mortgage activity. Strong client relationships and risk awareness are essential.