Bank of America
Financial Solutions Advisor - Arlington TX Area
Arlington +2 · Full-time · Posted Oct 6, 2026
- Location
- Arlington
Mansfield
Grand Prairie - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; three years in financial services and/or goal-based sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized solutions, builds client financial plans, recommends brokerage and banking strategies, and refers clients to appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with clients’ goals.
- Triages client requests, makes referrals, and identifies potential new clients.
- Manages risk and coaches 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); candidates holding only Series 63 or 65 may obtain the missing 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 (such as CFP or CRPC) or insurance licenses.
Model-written summary · the original posting is authoritative