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Bank of America
Bank of America
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Bank of America is a global financial institution operating across banking, finance, and fintech. Its services include personal banking, small-business support, wealth management, investment services, and access to capital markets for individuals, businesses, and institutions. The company also focuses on responsible growth through sustainable finance, diversity initiatives, and community development programs.
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Financial Solutions Advisor - Dallas, TX

Join Bank of America as a Financial Solutions Advisor trainee in Dallas, developing client relationships while earning securities licenses. Advise banking, small-business, and affluent clients through financial center and phone-based service.

USUnited StatesTXTexasOn-siteFull-timeMiddleSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Earn SIE, Series 7, and Series 66 licenses through structured instruction and dedicated study time
  • Complete training and receive individual coaching from Academy managers
  • Develop financial-services expertise through a structured consultative model
  • Assess client needs and recommend suitable financial solutions
  • Establish, strengthen, and manage client relationships
  • Deliver comprehensive advice across the client relationship
  • Conduct client reviews and presentations
  • Recommend strategies aligned with clients’ financial goals and life priorities
  • Partner with banking and investment specialists
  • Connect clients with Bank of America and Merrill banking and investment offerings
  • Serve banking customers, small-business owners, and higher-net-worth clients
  • Start in a financial center, with potential transition to phone-based service while a permanent financial center is identified
  • Advance toward Financial Solutions Advisor Stage II after succeeding as a licensed Stage I advisor

Requirements

  • Ability and willingness to obtain required securities licenses
  • Strong self-management skills for organizing time and workload
  • Experience building client relationships, evaluating needs, and recommending solutions
  • Effective communication and collaboration skills for developing strong peer partnerships
  • Results-oriented approach that keeps client interests central in a fast-paced, complex setting
  • Capacity to manage multiple responsibilities at once
  • Ability to learn and adjust to new technologies and applications
  • High school diploma, GED, secondary-school credential, or equivalent
  • Obtain the SIE within 30 days of hire
  • Obtain Series 7 and Series 66 within 120 days; Series 63 and 65 may substitute for Series 66
  • Completion of SAFE Act registration, background screening, and related registration procedures
  • Maintain SAFE Act registration in good standing
  • Monday through Friday schedule with rotating Saturdays
  • 40-hour workweek
  • Spanish-language ability preferred
  • Existing FINRA Securities Industry Essentials (SIE) certification preferred
  • Bachelor’s degree and/or at least one year of financial-services or sales experience preferred

Benefits

  • Competitive, affordable, and flexible benefits
  • Resources supporting physical, emotional, and financial well-being
  • Comprehensive training and onboarding programs
  • Specialized preparation for the SIE, Series 7, and Series 66 examinations
  • Individual coaching and training from Academy managers
  • Allocated study time for required licensing examinations
  • Career development programs, tools, and resources
  • Advancement opportunities with Bank of America and Merrill

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