Wealth & Investment Solutions Advisor

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

Job summary

Bank of America is seeking a financial advisor-like professional to deliver comprehensive advice and customized solutions helping clients meet financial goals. Responsibilities include triaging leads, referrals, meetings to review goals, and building plans with brokerage products.

Licensing requirements must be maintained (Series 7/66 or equivalents), with emphasis on regulatory due diligence, relationship-building, and sales performance in a banking environment.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65)
• Minimum 1 year in investments industry
• Minimum 1 year in financial services or sales
• Ability to set and achieve goals
• Strong relationship-building and collaboration
• Effective communication with clients
• Ability to manage goals in a fast-paced environment
• Regulatory due diligence integrated into daily activities
• Commitment to working Monday–Friday with rotating Saturdays

Responsibilities

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

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

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial advisor-like professional to deliver comprehensive advice and customized solutions helping clients meet financial goals. Responsibilities include triaging leads, referrals, meetings to review goals, and building plans with brokerage products.

Licensing requirements must be maintained (Series 7/66 or equivalents), with emphasis on regulatory due diligence, relationship-building, and sales performance in a banking environment.