Wealth Planning & Investments Advisor

Bank of America; Arlington (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in Arlington, TX seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals.

Responsibilities include triaging client leads, building financial plans with brokerage products, and referring to internal partners. Licensing requirements and ongoing training are part of the role, with a focus on risk management and client service.

Qualifications

• Holders of FINRA Series 7 & 66 licenses; 63/65 acceptable with condition that a passing score is obtained for missing series within 60 days.
• At least 1 year of experience in the investments industry with product knowledge.
• At least 1 year in financial services and/or a sales environment with goals met or exceeded.
• Strong relationship-building and collaboration skills.
• Excellent communication skills, both oral and written, with comfort engaging clients.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to appropriate internal partners based on assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing client relationships.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Series 7 & 66 licenses

Client relationship building

Goal-oriented sales

Effective communication

Financial planning

Regulatory due diligence

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Arlington, TX seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals.

Responsibilities include triaging client leads, building financial plans with brokerage products, and referring to internal partners. Licensing requirements and ongoing training are part of the role, with a focus on risk management and client service.