Financial Solutions Advisor - Forth Worth Area

Bank of America

Forth Worth, Texas, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply and expand knowledge by completing required licenses and trainings while adhering to SAFE Act registration requirements.
  • Bank of America is committed to an in-office culture with specific attendance requirements and a focus on responsible growth.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Insurance licenses held

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year investment experience
  • SAFE Act registration eligibility
  • Sales environment experience

Work Rights

Not specified

Tailored Resume

Cover Letter