Wealth Planning & Investments Advisor

Bank of America; Frisco (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America in Frisco, TX is seeking an experienced financial advisor to provide tailored financial guidance and brokerage solutions. You will build financial plans, review goals with clients, and refer to partners based on asset thresholds.

Requirements include Series 7 & 66 licenses (or 63/65), 1+ year in investments or financial services, and a track record of meeting sales goals. Bilingual Spanish a plus. Expect office-based work with flexible capacity across markets.

Qualifications

• Currently holds Series 7 & 66 licenses or 63/65 in lieu of 66.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate 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 knowledge of client needs and potential product services recommended

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 in Frisco, TX is seeking an experienced financial advisor to provide tailored financial guidance and brokerage solutions. You will build financial plans, review goals with clients, and refer to partners based on asset thresholds.

Requirements include Series 7 & 66 licenses (or 63/65), 1+ year in investments or financial services, and a track record of meeting sales goals. Bilingual Spanish a plus. Expect office-based work with flexible capacity across markets.