Bank of America
Financial Solutions Advisor - Abilene Area
Abilene · Full-time · Posted Oct 6, 2026
- Experience
- At least one year in the investments industry and at least one year in financial services and/or goal-based sales; desired qualification: at least three years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and plans, recommends brokerage and banking solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend investments and banking strategies aligned with clients’ goals.
- Triage client requests and refer them to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); certain candidates may obtain a missing Series 66 or 65/63 license within 60 days of an offer.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Additional professional designations (CFP or CRPC), insurance licenses, or strong computer skills.
Model-written summary · the original posting is authoritative