Bank of America
Financial Solutions Advisor - Lubbock TX Area
Lubbock · 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 sales environment where goals were met or exceeded.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by creating financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Builds financial plans using brokerage products and banking or money-managed solutions, and recommends strategies suited to client needs.
- Triages client requests, makes referrals based on client needs and asset thresholds, and engages 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 (Series 63 and 65 may substitute); 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 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 experience in an environment where goals were met or exceeded.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bilingual Spanish speaking.
- Three or more years of financial-services and/or qualifying sales experience; additional designations such as CFP or CRPC, or insurance licenses.
Model-written summary · the original posting is authoritative