Bank of America — банк ісі, қаржы және финтех салаларында қызмет көрсететін жаһандық қаржы ұйымы. Оның қызметтеріне жеке банкинг, шағын бизнеске қолдау көрсету, активтерді басқару, инвестициялық қызметтер және жеке тұлғаларға, кәсіпорындар мен ұйымдарға капитал нарықтарына қол жеткізу мүмкіндігі кіреді. Компания сондай-ақ тұрақты қаржыландыру, әртүрлілікті қолдау бастамалары және қоғамды дамыту бағдарламалары арқылы жауапты өсуге назар аударады.
Bank of America Financial Solutions Advisor - Dallas, Texas (Hybrid)
Serve Bank of America clients in the Dallas area by developing financial plans, recommending investment strategies, and connecting clients with appropriate banking partners.
Сипаттама
- Advise clients with tailored financial solutions designed to support their goals
- Review and route incoming client leads and service requests
- Refer clients to internal partners according to their needs and asset levels
- Discuss clients’ financial and investment objectives in one-on-one meetings
- Develop plans using brokerage products such as stocks, bonds, mutual funds, annuities, banking services, and managed money solutions
- Recommend banking and investment approaches suited to each client’s circumstances
- Generate and engage prospective clients through referrals and financial center relationships
- Coach referral partners and provide constructive performance feedback
- Manage operational risk and maintain appropriate controls in daily work
- Complete all required licensing and training programs
- Register under the SAFE Act and remain in good standing
- Train at one financial center and may initially work by phone until a permanent center is assigned based on business needs
Талаптар
- Current Series 7 and Series 66 licenses are required; Series 63 and 65 may be accepted instead of Series 66
- Candidates with Series 63 or 65 but without Series 66 must complete the missing license within 60 days
- At least one year of investment-industry experience, including investment training and strong knowledge of investment products and services
- At least one year of experience in financial services or a sales setting with a record of meeting or exceeding goals
- Demonstrated ability to establish and achieve goals
- Ability to develop and maintain strong professional relationships
- Effective collaboration skills
- Clear, confident communication abilities
- Ability to manage objectives, handle complexity, prioritize work, and deliver in a fast-paced setting
- Openness to learning and adapting to new information
- Strong time and workload management
- Ability to apply relevant regulatory due diligence to daily responsibilities and longer-term strategies
- High school diploma, GED, secondary school credential, or equivalent
- SAFE Act registration, background screening, and continued good standing are required
- Availability Monday through Friday, including rotating Saturdays
- Ability to work a first-shift, 40-hour schedule
- Ability to commute within a reasonable distance of the assigned financial center, when applicable
- Strong computer proficiency and multitasking skills are preferred
- Spanish bilingual ability is preferred
- Three years of financial services or sales experience, CFP or CRPC credentials, and insurance licenses are preferred
Артықшылықтар
- Affordable, competitive benefits with flexible options
- Resources supporting physical, emotional, and financial well-being
- Learning, growth, and career development opportunities
- Training provided at one financial center
- Potential phone-based work until a financial center is assigned within a reasonable commuting distance of home