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Jobs · Information Technology · Texas

Financial Solutions Advisor Consumer Investments - Dallas South Market

Bank of America · Tyler, TX · 1 wk ago
Information TechnologyFull-time

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.

About the role

This role provides comprehensive advice and customized financial solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. This position may also involve residential mortgage loan originations and requires SAFE Act registration, including background checks. Failure to maintain SAFE Act registration may result in disciplinary action up to and including 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 service industry and/or a sales environment where goals were met or exceeded
  • Ability to set and accomplish goals, build strong relationships, and collaborate effectively
  • Strong communication skills, comfortable engaging all clients
  • Manages goals, navigates complexity, and executes in a fast-paced environment
  • Adapts to new information and seeks solutions for clients
  • Efficiently manages time and capacity
  • Incorporates regulatory due diligence into daily activities and long-term client strategies

Desired Qualifications

  • Three or more years of experience in the financial service 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
  • 40 hours per week, 1st shift

Qualifications

Minimum education requirement: High School Diploma / GED / Secondary School or equivalent.

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