Bank of America
Financial Solutions Advisor - Amarillo Area
Amarillo · 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 a goal-based sales environment. Desired: at least three years in financial services and/or a goal-based sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice, builds financial plans, recommends investment and banking solutions, and refers clients to appropriate partners.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with clients’ goals.
- Triage client requests and refer them to internal providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and recommended services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); if missing Series 66 but holding either 63 or 65, must pass the missing series 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 sales-environment experience where goals were met or exceeded.
Nice to have
- Bilingual Spanish speaking.
- Additional professional designations such as CFP or CRPC, insurance licenses, or at least three years of financial-services and/or sales experience.
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative