Bank of America
Financial Solutions Advisor Consumer Investments - Dallas South Area
Dallas +5 · Full-time · Posted Oct 5, 2026
- Location
- Dallas
Duncanville
Tyler
Balch Springs
Desoto
Mesquite - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded. Three years in the latter is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment solutions, building plans and recommending products to help clients meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with client goals.
- Triage client requests, refer clients to internal partners, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); if holding only one of Series 63 or 65, must pass the missing exam within 60 days of an offer.
- At least one year of investments-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.
- At least three years of financial services and/or goal-based sales experience; CFP or CRPC designations and insurance licenses are also desired.
Model-written summary · the original posting is authoritative