Financial Solutions Advisor Consumer Investments - Dallas North Market

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. We value diverse backgrounds and career paths—including military service, community college education, and varied work and life experiences—as they foster resilience, leadership, and innovation.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and role-specific flexibility.

About the role

This role provides comprehensive advice and customized financial solutions to help clients achieve their goals. Responsibilities include triaging client leads, making referrals to business partners, reviewing financial and investment goals, building financial plans, and recommending brokerage products. This position may involve residential mortgage loan originations and requires SAFE Act registration, including background checks. Failure to maintain registration may result in termination.

Responsibilities

• Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking or money-managed solutions.
• Recommends banking and investment strategies aligned 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 recommended product services.

Requirements

• Currently holds Series 7 and 66 (or equivalent 63 and 65) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.

Qualifications

• Sets and accomplishes goals, achieving objectives with determination.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently, engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Adapts to new information, seeks solutions for clients, and enjoys learning.
• Efficiently manages time and capacity.
• Incorporates regulatory due diligence into daily activities and long-term client strategies.

Desired Qualifications

• Strong computer skills with the ability to multitask in a demanding environment.
• Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Skills

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral and Written Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management

Schedule

Monday – Friday and rotating Saturdays. Full-time, 40 hours per week.