Wealth & Investment Solutions Advisor

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

Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive advice and tailored solutions to clients. You will triage leads, refer to partners, review goals, and build financial plans with brokerage products, while maintaining regulatory compliance.

The role emphasizes robust client interaction, banking and investment guidance, and collaboration with internal service providers to meet client financial goals.

Qualifications

• Currently holds Series 7 & 66 licenses, or 63/65 with 66 in progress.
• At least one year experience in the investments industry with knowledge of investment products and services.
• At least one year experience in financial services or a sales environment where goals were met or exceeded.
• Demonstrates goal setting, relationship building, collaboration, and effective client communication.
• Shows time management, regulatory due diligence awareness, and adaptability to client needs.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on client needs and potential product services.

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

Job description

Bank of America is seeking a licensed financial professional to provide comprehensive advice and tailored solutions to clients. You will triage leads, refer to partners, review goals, and build financial plans with brokerage products, while maintaining regulatory compliance.

The role emphasizes robust client interaction, banking and investment guidance, and collaboration with internal service providers to meet client financial goals.