Wealth & Investment Solutions Advisor

Bank of America; Lucas (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America is seeking a financial professional in Texas to provide comprehensive financial guidance and personalized solutions for clients’ goals. You will triage leads, refer to internal partners, and meet with clients to review goals and build plans using brokerage and banking products.

Must complete required licenses and training, with SAFE Act obligations for mortgage activities. The role emphasizes in-office collaboration, client relationship growth, and regulatory due diligence in a

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 as substitute).
• Minimum 1 year experience in investments and financial services.
• Experience in a sales environment with goals.
• Strong relationship building and collaboration.
• Effective communication with clients.

Responsibilities

• Plan clients' short and long-term financial goals.
• Build financial plans including brokerage products.
• Review financial and investment goals with clients.
• Recommend banking and investment strategies.
• Triages client requests and referrals based on needs and assets.
• Ensure regulatory due diligence and training compliance.

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 financial professional in Texas to provide comprehensive financial guidance and personalized solutions for clients’ goals. You will triage leads, refer to internal partners, and meet with clients to review goals and build plans using brokerage and banking products.

Must complete required licenses and training, with SAFE Act obligations for mortgage activities. The role emphasizes in-office collaboration, client relationship growth, and regulatory due diligence in a