Bank of America
Bank of America
Bank of America बैंकिंग, वित्त और फिनटेक के क्षेत्र में कार्य करने वाली एक वैश्विक वित्तीय संस्था है। इसकी सेवाओं में व्यक्तिगत बैंकिंग, छोटे व्यवसायों के लिए सहायता, धन प्रबंधन, निवेश सेवाएँ और व्यक्तियों, व्यवसायों तथा संस्थानों के लिए पूंजी बाजारों तक पहुँच शामिल है। कंपनी टिकाऊ वित्त, विविधता पहलों और सामुदायिक विकास कार्यक्रमों के माध्यम से जिम्मेदार विकास पर भी ध्यान देती है।

Financial Solutions Advisor - Fort Worth, TX Onsite

Advise Bank of America clients in the Fort Worth area on financial goals, investment plans, and banking solutions. Serve clients in financial centers and by phone.

विवरण

  • Advise clients on comprehensive, personalized financial solutions
  • Review and triage client leads and service requests
  • Refer clients to business partners and internal service providers based on their needs and asset thresholds
  • Meet with clients to assess financial and investment goals
  • Develop financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and managed-money solutions
  • Recommend banking and investment strategies that align with client objectives
  • Manage and reduce risk in daily activities
  • Identify and engage prospective clients through referrals and financial center relationships
  • Coach referral partners and provide performance feedback
  • Complete required licensing and training
  • Register with the federal SAFE Act registry and remain in good standing
  • Train at one financial center and potentially begin in a phone-based role until a financial center is assigned within a reasonable commuting distance

आवश्यकताएँ

  • Hold Series 7 and Series 66 licenses, or Series 63 and Series 65 as substitutes for Series 66
  • If holding Series 63 or 65 without Series 66, pass the missing examination within 60 days
  • Have at least one year of investment-industry experience, including investment training and detailed knowledge of investment products and services
  • Have at least one year of financial-services or sales experience with a record of meeting or exceeding goals
  • Set and achieve goals effectively
  • Build and maintain strong professional relationships
  • Collaborate effectively with others
  • Communicate confidently and clearly
  • Manage goals, navigate complexity, prioritize work, and perform in a fast-paced environment
  • Learn, adapt to new information, and pursue appropriate solutions for clients
  • Manage time and capacity efficiently
  • Apply relevant regulatory due diligence to daily activities and long-term client strategies
  • Have a high school diploma, GED, secondary-school credential, or equivalent
  • Complete SAFE Act registration and the required background check for residential mortgage loan origination
  • Be available Monday through Friday and for rotating Saturdays
  • Work 40 hours per week

लाभ

  • Affordable, competitive, and flexible benefits
  • Resources supporting physical, emotional, and financial wellness
  • Opportunities to learn, grow, and make an impact
  • Career development opportunities

संबंधित नौकरियाँ

Hewlett Packard Enterprise

Executive Assistant, Dallas Hybrid

Hewlett Packard Enterprise

Support Hewlett Packard Enterprise executives with calendars, presentations, travel, and budgets. Coordinate strategic administrative operations in a hybrid Texas role.

खोलें
GlobeLife

Remote Customer Retention Representative

GlobeLife

Help Globe Life policyholders keep their coverage and restore lapsed life insurance policies in this remote customer retention role. Handle inbound and outbound calls, discuss coverage and payment options, document outcomes, and meet retention targets.

खोलें
Bundesverbraucherhilfe e.V.

Editor-in-Chief, Federal Consumer Bulletin (Volunteer)

Bundesverbraucherhilfe e.V.

Lead the volunteer editorial team behind Bundesverbraucherhilfe’s daily consumer news bulletin. Oversee journalistic standards, editorial independence, coverage, and team development.

खोलें
Our National Conversation (ONC)

Remote Editorial Lead Intern (California)

Our National Conversation (ONC)
51 – 200 कर्मचारी
B2Cगैर-लाभकारीमीडिया

Lead writers, publication schedules, and editorial standards as an intern with Our National Conversation. Support its mission to reduce partisanship and promote solutions through youth-driven media.

खोलें
FedEx

Data Keying Agent

FedEx

Enter shipment details, complete daily administration and help coordinate timely departures. Support FedEx Express transportation operations onsite in Heerlen.

खोलें
CB Talents Academy

Dutch-Speaking Customer Support Specialist (Remote, Portugal)

CB Talents Academy
1 – 10 कर्मचारी
शिक्षा

Support users of a global online payment platform in Dutch, handling payment questions, collections, assistance for vulnerable customers, and account administration remotely from Portugal.

खोलें
I

Senior Engineering Manager, Risk Engineering

Imprint
201 – 500 कर्मचारी
परामर्शवित्तविपणन

Lead backend teams responsible for real-time payment authorization, fraud decisions, and underwriting at Imprint, an embedded payments and credit platform.

खोलें
Martin & Company

Director of P&C Insurance Consulting

Martin & Company

Lead client-facing property and casualty insurance consulting engagements at Martin & Company, a technology-enabled insurance advisory firm. Shape project scope, protect delivery quality, grow client accounts, and mentor consultants.

खोलें
Commonwealth Bank
General Dynamics Information Technology

Vice President and General Manager, Navy and Marine Corps

General Dynamics Information Technology

Lead GDIT’s Navy and Marine Corps technology services portfolio, with annual revenue above $700 million. Set business strategy, oversee financial performance and delivery, and drive growth across defense programs.

खोलें