Financial Solutions Advisor - Central Dfw Market

Bank of America

Central Dfw Market, US
**
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
** Bank of America is seeking a Financial Solutions Advisor for the Central DFW Market to provide comprehensive financial advice and customized solutions to clients. The role requires strong relationship-building skills, relevant financial licenses, and experience in the financial services industry. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • The position requires triaging client leads, building financial plans with brokerage products, and recommending strategies aligned with client needs.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for the Central DFW Market to provide comprehensive financial advice and customized solutions to clients. The role requires strong relationship-building skills, relevant financial licenses, and experience in the financial services industry. **

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service or sales
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter