Financial Solutions Advisor Consumer Investments - Mid Cities DFW 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. We foster an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits.

About the role

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will triage client leads, make referrals to business partners based on client needs and asset thresholds, meet with clients to review financial and investment goals, build financial plans, and recommend brokerage products. This position may also involve providing residential mortgage loans 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

• Work 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.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Requirements

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) 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 working in the financial service industry and/or a sales environment where goals were met or exceeded.

Qualifications

• Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment.
• Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved 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 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

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

Schedule

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