Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Lakewood Financial Center
Dallas · Full-time · Posted Oct 5, 2026
- Experience
- At least one year of financial services industry or sales experience is listed as a desired qualification; a bachelor’s degree is an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and investment recommendations to clients, refers them to internal partners, and develops new client relationships.
What you'll do
- Builds financial plans and recommends banking and investment strategies aligned with client goals.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies potential clients and manages risk in daily activities.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to execute multiple tasks simultaneously.
- Effective communication and collaboration, a results-driven mindset, and adaptability to new technology.
Nice to have
- FINRA Securities Industry Essentials (SIE) currently held.
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative