Wealth Planning & Investment Advisor

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

Job summary

Bank of America is seeking a financial advisor to provide comprehensive guidance and customized solutions to help clients reach their financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build a financial plan with brokerage products.

This role requires Series 7 & 66 licenses and at least one year in investments or financial services. A strong emphasis on client relationships, regulatory awareness, and effective communication is essential.

Qualifications

• Current holds Series 7 & 66 licenses; 63/65 in lieu allowed if missing 66.
• At least 1 year experience in investments or financial services, with sales background.
• Excellent communication and relationship-building abilities.
• Bi-lingual Spanish speaking is desirable.

Responsibilities

• Plan clients' short- and long-term financial goals by building financial plans with brokerage products (stocks, bonds, funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers by needs and assets.
• Mitigate and manage 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 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 / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to provide comprehensive guidance and customized solutions to help clients reach their financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build a financial plan with brokerage products.

This role requires Series 7 & 66 licenses and at least one year in investments or financial services. A strong emphasis on client relationships, regulatory awareness, and effective communication is essential.