Wealth & Investment Solutions Advisor

Bank of America; Midland (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial professional to deliver comprehensive advice and customized solutions to clients navigating their financial goals. You will triage leads, coordinate referrals with partners, and guide clients through planning and investment decisions.

The role requires active securities licenses, strong client engagement, and the ability to meet regulatory and SAFE Act requirements while providing excellent service in a fast-paced environment.

Qualifications

• Holds active securities licenses (Series 7 & 66 or 63/65 alternative) and licenses must be maintained.
• Experience in investments industry and financial services sales.
• Strong relationship-building and client engagement skills.
• Ability to plan and recommend banking and brokerage solutions.
• Must adhere to regulatory due diligence and SAFE Act requirements.

Responsibilities

• Triages client leads and refers to appropriate partners based on needs and assets.
• Meets with clients to review financial goals and develop financial plans.
• Recommends banking and investment strategies aligned with client objectives.
• Builds and maintains client relationships while managing risk.
• Engages new clients through referrals and existing clientele.

Skills

Series 7 & 66 licenses

Investment products knowledge

Client relationship building

Sales experience

Regulatory compliance

Bilingual Spanish (desired)

Communication and presentation

Time management

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial professional to deliver comprehensive advice and customized solutions to clients navigating their financial goals. You will triage leads, coordinate referrals with partners, and guide clients through planning and investment decisions.

The role requires active securities licenses, strong client engagement, and the ability to meet regulatory and SAFE Act requirements while providing excellent service in a fast-paced environment.