Bank of America
Financial Solutions Advisor - Forth Worth Area
Fort Worth +5 · Full-time · Posted Oct 5, 2026
- Location
- Fort Worth
Lake Worth
US - TX - Hudson Oaks - 2761 E Interstate 20 (TX2435)
North Richland Hills
Arlington
Crowley - 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. Desired: at least three years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by developing financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment solutions aligned with client goals.
- Triages client requests, makes referrals, and identifies potential new clients.
- Manages risk and provides coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of 66; if holding only a 63 or 65, must pass the missing exam 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.
- Strong computer skills; additional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC), and insurance licenses.
Model-written summary · the original posting is authoritative