Financial Solutions Advisor - Mid-Cities DFW Area

Bank of America • Colleyville, TX

12d

About The Position

The Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves reviewing client financial and investment goals, building financial plans, recommending brokerage products and banking and investment strategies, triaging client requests, and referring clients to appropriate internal partners based on their needs and asset thresholds. Advisors also identify potential clients, manage risk, and coach referral partners. The position requires completion of required licenses and training and is subject to SAFE Act registration and background-check requirements. The role is based in the Mid-Cities DFW market; the specific Financial Center location will depend on business needs. New hires train at one Financial Center and may initially work in a phone-based capacity until a location within reasonable commuting distance is determined, where permitted by law. The schedule is Monday through Friday with rotating Saturdays, first shift, 40 hours per week.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66. Applicants who hold only Series 63 or Series 65 may receive an offer conditional on passing the missing exam within 60 days.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• High school diploma, GED, secondary school qualification, or equivalent.
• Complete required licenses and training.
• Meet SAFE Act registration requirements, including the required background check and registration process, and maintain good standing.
• Ability to set and accomplish goals, build strong relationships, collaborate, communicate effectively with clients, manage goals and priorities in a fast-paced environment, adapt and learn, manage time and capacity efficiently, and incorporate regulatory due diligence into daily activities and client strategies.

Nice To Haves

• Bilingual Spanish-speaking ability.
• Strong computer skills and ability to multitask in a demanding environment.
• At least three 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).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money-managed solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer clients 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 client needs and potentially appropriate product services.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED