Bank of America bank ishi, moliya va fintech sohalarida faoliyat yurituvchi global moliyaviy tashkilotdir. Uning xizmatlari jismoniy shaxslar uchun bank xizmatlari, kichik biznesni qo‘llab-quvvatlash, boyliklarni boshqarish, investitsiya xizmatlari hamda jismoniy shaxslar, bizneslar va muassasalar uchun kapital bozorlariga kirishni o‘z ichiga oladi. Kompaniya, shuningdek, barqaror moliyalashtirish, xilma-xillik tashabbuslari va jamoatchilikni rivojlantirish dasturlari orqali mas’uliyatli o‘sishga e’tibor qaratadi.
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.
Tavsif
- 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
Talablar
- 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
Imtiyozlar
- 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