Bank of America
Financial Solutions Advisor - Southwest Dallas Area
Cedar Hill +2 · Full-time · Posted Oct 6, 2026
- Location
- Cedar Hill
Midlothian
Desoto - 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
Provides financial advice and customized solutions, including financial plans and brokerage recommendations, to help clients meet their financial goals.
What you'll do
- Build financial plans and recommend investment and banking strategies aligned with clients’ goals.
- Triage client requests, refer clients to internal partners, and identify potential new clients.
- Manage risk and coach referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65 in lieu of 66); an offer may be conditional on passing the missing series exam within 60 days.
- 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.
- Additional designations such as CFP or CRPC, insurance licenses, or at least three years of financial-services and/or goal-based sales experience.
Model-written summary · the original posting is authoritative