Financial Solutions Advisor - Private Bank Office

Bank of America • Dallas, TX

13d • 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, making referrals to business partners based on client 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 clients’ goals and needs, and may use stocks, bonds, mutual funds, annuities, banking solutions, and money-managed solutions. The position also involves identifying potential new clients, supporting referral partners with coaching and feedback, and mitigating risk in daily activities. Required licenses and training must be completed, and the position is subject to SAFE Act registration and its associated background check and ongoing good-standing requirements. The job is based in an office environment under Bank of America’s in-office culture and role-specific attendance requirements.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66. Candidates with a Series 63 or 65 but not Series 66 may receive an offer conditional on passing the Series 66 within 60 days.
• Three years of experience in the financial services industry and/or a sales environment where goals were met or exceeded, including at least one year in the investments industry with investment training and in-depth knowledge of investment products and services.
• Depth and breadth of relationship-management product and solutions knowledge and experience.
• Acts as a client advocate.
• Self-starter who efficiently manages time and capacity.
• Ability to set and accomplish goals.
• Ability to build and nurture strong relationships.
• Ability to collaborate effectively with others.
• Effective and 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 solutions for clients.
• Thoroughness and thoughtfulness in incorporating relevant regulatory due diligence into daily activities and long-term client strategies.
• Must register under the SAFE Act, complete the required background check and registration process, and maintain good standing.

Nice To Haves

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities, and new client development.
• Strong computer skills and ability to multitask in a demanding environment.
• Bachelor’s degree, preferably in a business-related field.
• 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 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 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

• Teammate physical, emotional, and financial wellness support
• Recognition and rewards for performance
• Opportunities to learn and grow

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed