Financial Solutions Advisor- Mid-cities Dfw Area

Bank of America

Mid-cities, USA
Series 7 & 66 licenses
Financial planning and investment strategies
Client lead triaging and referrals
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.
  • 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.
  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

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

  • Series 7 & 66 licenses
  • Financial planning and investment strategies
  • Client lead triaging and referrals
  • Risk mitigation in daily activities
  • New client identification and engagement

Nice-to-have

  • Building and nurturing strong relationships
  • Effective collaboration and communication
  • Adapting to new information and seeking solutions
  • Thorough regulatory due diligence

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