Financial Solutions Advisor - Mid-Cities DFW Area

Bank of America • Colleyville, TX

15d • Onsite

About The Position

The Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging client leads and requests, referring clients to business partners based on their needs and asset thresholds, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. Advisors recommend banking and investment strategies aligned with client goals, identify potential clients through referrals or financial center clientele, and coach referral partners on client needs and potential services. The position requires completion of required licenses and training and is subject to SAFE Act registration, including a required background check and maintaining registration in good standing. The role is based in Bank of America’s in-office culture. The specific Financial Center location is determined by business needs; the employee may initially train at one center and potentially work in a phone-based capacity until a center within a reasonable commuting distance is determined. 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. If holding either Series 63 or 65 but not Series 66, an offer may be extended subject to passing the missing series 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.
• Ability to set and accomplish goals.
• Ability to build and nurture strong relationships.
• Ability to collaborate effectively with others.
• Effective, confident communication skills and comfort engaging with all clients.
• Ability to manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Willingness to learn, adapt to new information, and seek appropriate client solutions.
• Ability to efficiently manage time and capacity.
• Thoroughness in incorporating relevant regulatory due diligence into daily activities and long-term client strategies.
• High school diploma, GED, secondary school qualification, or equivalent.
• Must complete SAFE Act registration requirements, including the required background check and registration process, and maintain registration in good standing.

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.
• Skills in 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 and procedures, risk management, and written communications.

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 managed-money 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 their 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.
• Coach and provide feedback to referral partners based on knowledge of client needs and potentially suitable product services.

Benefits

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

What This Job Offers

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