Financial Solutions Advisor- Northwest Texas Area

Bank of America (GHR)

Northwest Texas Area, US
Financial planning and advice
Client relationship management
Investment product recommendations
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Works 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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Investment product recommendations
  • Risk mitigation and control
  • Client lead triaging and referrals

Nice-to-have

  • Building strong relationships
  • Effective communication and confidence
  • Adaptability to new information
  • Goal setting and achievement
  • Collaboration and teamwork

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter