Wealth & Investment Solutions Advisor

Bank of America; DeSoto (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Texas is seeking a client-focused financial professional to provide comprehensive guidance and customized solutions to help clients reach their financial goals.

The role involves triaging leads, making referrals to internal partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend appropriate products, including mortgage-related options subject to SAFE Act registration.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities

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 / GED / Secondary School or equivalent

Bachelor's degree and/or 1 year financial services industry or sales experience

FINRA Securities Industry Essentials (SIE)

Job description

Bank of America in Texas is seeking a client-focused financial professional to provide comprehensive guidance and customized solutions to help clients reach their financial goals.

The role involves triaging leads, making referrals to internal partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend appropriate products, including mortgage-related options subject to SAFE Act registration.