Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Ft. Worth/West TX Market
Fort Worth +1 · Full-time · Posted Sep 23, 2026
- Location
- Fort Worth
Waco - Experience
- A minimum of one year of financial services industry or sales experience is listed as a desired qualification; no required years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial planning and investment recommendations to clients, manages referrals, and develops new client relationships.
What you'll do
- Build financial plans using brokerage, banking, and money-managed solutions; recommend strategies aligned with client goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and support clients in reaching short- and long-term financial goals.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; ability to build strong peer relationships.
- Self-discipline, multitasking, adaptability, and a results-driven approach that prioritizes client interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative