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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 – Fort Worth, TX (Onsite)

Train toward securities licensing while advising Bank of America clients on banking and investment solutions. Build relationships and serve customers across the Fort Worth and West Texas market.

USUnited StatesTXTexasOn-siteFull-timeMiddleSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Earn the SIE, Series 7, and Series 66 licenses through structured instruction and dedicated study time
  • Develop banking, investment, and advisory expertise through training and coaching
  • Develop, acquire, and manage client relationships
  • Evaluate complex financial circumstances and recommend appropriate advice and solutions
  • Serve clients in a financial center by delivering banking, investment solutions, and responsive care
  • Use a defined consultative process to understand client needs and identify suitable solutions
  • Expand a professional network among banking customers, small business owners, and higher-net-worth clients
  • Deliver holistic advice, client reviews, and presentations
  • Recommend strategies aligned with clients’ financial objectives and life priorities
  • Partner with core banking and investment teams
  • Connect clients with Bank of America and Merrill financial solutions
  • Advance to Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I

Requirements

  • Demonstrated aptitude for obtaining required industry licenses
  • Strong self-discipline and ability to manage time and workload
  • Experience developing client relationships, evaluating needs, and recommending solutions
  • Record of building effective peer relationships through communication and collaboration
  • Results-oriented approach with a commitment to client interests in a complex, fast-paced setting
  • Ability to manage multiple tasks concurrently
  • Ability to learn and adapt to new technologies and applications
  • Obtain the SIE within 30 days of hire
  • Obtain Series 7 and Series 66 within 120 days; Series 63 and 65 may be accepted instead of Series 66
  • Subject to SAFE Act registration, background screening, and applicable registration requirements
  • High school diploma, GED, secondary school completion, or equivalent
  • Availability for a Monday–Friday schedule with rotating Saturdays
  • Ability to work 40 hours per week
  • Current FINRA Securities Industry Essentials (SIE) certification preferred
  • Bachelor’s degree and/or at least one year of financial services or sales experience preferred
  • Spanish-language proficiency preferred

Benefits

  • Affordable, competitive, flexible benefits options
  • Resources supporting physical, emotional, and financial well-being
  • Comprehensive training and onboarding programs
  • Training and individual coaching from Academy managers
  • Dedicated classes and study time for the SIE, Series 7, and Series 66 exams
  • Structured career development programs, tools, and resources
  • Career advancement opportunities with Bank of America and Merrill
  • Possible phone-based work until a financial center is assigned within a reasonable commuting distance

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