Wealth & Investment Solutions Advisor

Bank of America; Rowlett (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and banking services.

Responsibilities include triaging client leads, meeting with clients, building financial plans, and coordinating referrals with internal partners. Liscensing requirements (Series 7/66) and a background in investments are essential for success in this role.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry.
• Minimum of one year of experience in financial services or a sales environment with goals.
• Sets and achieves goals.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively with clients.
• Manages goals and prioritizes tasks in a fast-paced environment.
• Learns quickly and seeks solutions for clients.
• Demonstrates regulatory due diligence in daily activities.

Responsibilities

• Works with clients to plan short and long-term financial goals and builds financial plans using brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or existing clientele.
• Provides coaching to referral partners based on knowledge of client needs.

Skills

Account Management

Advisory

Client Experience

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products and banking services.

Responsibilities include triaging client leads, meeting with clients, building financial plans, and coordinating referrals with internal partners. Liscensing requirements (Series 7/66) and a background in investments are essential for success in this role.