Wealth & Investment Solutions Advisor

Bank of America; Lewisville (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive financial guidance and customized solutions. You will meet with clients to review goals, build financial plans, and recommend brokerage products while adhering to regulatory requirements.

The role involves triaging client leads, referrals to business partners, and maintaining strong relationships to help clients achieve their financial objectives.

Qualifications

• Holds Series 7 and 66 licenses or equivalent (63/65 in lieu).
• Minimum 1 year in investments or financial services with sales experience.
• Proven ability to meet or exceed sales goals.
• Strong relationship-building and client-management skills.
• Effective communication and collaboration with internal partners.
• Ability to navigate regulatory due diligence in daily activities.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to appropriate internal partners.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Series 7 license

Series 66 license

Client relationship management

Sales target achievement

Regulatory due diligence

Time management

Education

High School Diploma

Tools

CRM software

Microsoft Excel

Portfolio analysis tools

Job description

Bank of America is seeking a licensed financial professional to provide comprehensive financial guidance and customized solutions. You will meet with clients to review goals, build financial plans, and recommend brokerage products while adhering to regulatory requirements.

The role involves triaging client leads, referrals to business partners, and maintaining strong relationships to help clients achieve their financial objectives.