Bank of America
Financial Solutions Advisor - Dallas North Area
Dallas +8 · Full-time · Posted Oct 5, 2026
- Location
- Dallas
Rowlett
Greenville
Rockwall
Plano
Murphy
Garland
Richardson
Wylie - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-driven sales environment. Three years in financial services and/or a goal-driven sales environment is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment and banking solutions, builds financial plans, and connects clients with appropriate internal partners.
What you'll do
- Reviews clients’ financial goals and builds plans using brokerage, banking, and money-managed solutions.
- Recommends strategies aligned with client needs and refers requests to internal partners based on needs and asset thresholds.
- Identifies potential clients, manages risk, and coaches referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); applicants with only one of Series 63 or 65 may receive an offer conditioned on passing the missing exam within 60 days.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Spanish bilingual; strong computer skills and ability to multitask.
- At least three years’ relevant experience, additional professional designations (such as CFP or CRPC), or insurance licenses.
Model-written summary · the original posting is authoritative