Bank of America
Financial Solutions Advisor - Mid-Cities DFW Area
Colleyville +1 · Full-time · Posted Oct 26, 2026
- Location
- Colleyville
Dallas - 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 financial services and/or goal-based sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by building financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products, banking strategies, and investment solutions aligned with clients’ goals.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies prospective clients, manages risk, and coaches referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 plus Series 63 or 65; if the 66 is missing, must pass the remaining series 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; strong computer skills and ability to multitask.
- At least three years of financial-services and/or goal-based sales experience; CFP or CRPC designation; insurance licenses.
Model-written summary · the original posting is authoritative