Financial Solutions Advisor - Greater Dallas/Ft. Worth Market
Bank of America Financial Center
At Bank of America, this position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Note: This requisition contains multiple locations, but there is no immediate opening for every location listed. Responsibilities Works with clients to plan their short‑ and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and engages potential new clients through referrals or financial‑center clientele. Provides coaching and feedback to referral partners. Qualifications Current Series7 & 66 (or 63 & 65 in lieu of 66) licenses. If not holding a 66, must pass the required exam within 60 days. At least one year experience in the investments industry, including investment training and in‑depth knowledge of investment products and services. At least one year experience working in the financial services industry and/or a sales environment where goals were met or exceeded. Strong communication, relationship‑building, goal‑setting, and time‑management skills. Ability to incorporate regulatory due diligence into daily activities and long‑term strategies. Desired Qualifications Strong computer skills and ability to multitask in a demanding environment. At least three years experience in the financial services industry and/or a sales environment where goals were met or exceeded. Additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC). Insurance licenses. Other Details Schedule: Monday– Friday and rotating Saturdays. Shift: 1st shift (United States of America). Hours per week: 40. Minimum education: High School Diploma / GED / Secondary School or equivalent. SAFE Act registration required for residential loan mortgage originations. #J-18808-Ljbffr Bank of America
- ...common purpose to help make financial lives better through the power... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...business owners and higher net worth clients alike. You’ll be able... ...position is open for the entire market and the specific Financial...SuggestedWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...business owners and higher net worth clients alike. You’ll be able... ...position is open for the entire market and the specific Financial...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management... ...effective. Financial Solutions Advisor Overview As a... ...and financial markets and apply key principles... ...affluent and high net worth clients, identifying... ...wider audiences with greater appeal. Ongoing professional...SuggestedHourly payTraineeshipWork at officeShift workDay shift$77k - $202k
...providing consulting services related to financial management and strategy. These... ...analyse client needs, develop financial solutions, and offer guidance and support to help... ...Charlotte; IL-Chicago; DC-Washington; TX-Dallas; NV-Las Vegas; CA-Los Angeles; CO-Denver...SuggestedFull timeH1b- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda,... ...Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts... ...; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode... ...referrals Deliver customized solutions and the full resources of...SuggestedWork at officeShift workDay shift
$124k - $280k
...helps clients optimise and align financial planning, consolidation,... ...enterprise performance management solutions that help clients modernize... ...and serve as a trusted advisor across finance transformation... ...; MA-Boston; NY-New York; TX-Dallas; CA-San Francisco; WA-Seattle...Full timeH1b$70k - $80k
Job Description This position provides comprehensive financial advice and customized solutions to help clients achieve their goals. Key responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment...Temporary workMonday to FridayShift workDay shift- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...AITransPerfect is the leading solution provider of AI, Technology,... ...at the table in shaping our market approach and the opportunity... ...and differing perspectivesBe financially responsible and make sound financial... ...(160 Spear); Seattle, WA; US-Dallas, TX; Dallas, TXType: Full...Full time
- ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco, California **To proceed with your application... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** +...Work at officeFlexible hoursShift workWeekend workDay shift
$75k - $90k
...Licensed Financial Advisor Portable Book of Business: $25M+ AUM Locations... ...direct exposure to high-net-worth and ultra-high-net-worth... ...experienced advisors seeking greater autonomy while leveraging the... ...client service team Marketing and business development resources...$163k - $220k
...outpace their competition and the market. What unites Anaplanners... ...’s next — together! Senior Solution Consultant - Finance Domain At... ...for a highly experienced financial strategist and technical innovator... .... You’ll serve as a trusted advisor to finance departments,...Work at office- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...responsible for working with high-net worth individuals identifying needs,... ...specialists, and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...expertise for high-net-worth individuals,... ...offices in New York, Dallas, Seattle, San... ...seeking a Wealth Advisor, Managing Director... ...wealth management solutions and provides outstanding... ...management and financial planning guidance... ...Conduct branch marketing meetings and training...Live inWork at officeLocal areaImmediate start
$25 - $26.77 per hour
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position... ...financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Hourly payShift workWeekend workDay shift$131.25k - $175k
Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders... ...Expense solution, and increase adoption within the Enterprise market segment by combining your expertise of accounting and finance with...$30 per hour
...profit credit union with a purpose to build financial health and wellbeing for our members.... ...difference as a Personal Banker (Member Solutions Specialist) and elevate our members'... ...accounts, offering credit card products, Money Market/CD accounts, consumer loans, and...Full timePart timeWork experience placementWork at officeFlexible hoursAfternoon shift$306k - $390k
...RoleNotion is reimagining how enterprise software is sold and the Solutions Consultant is the cornerstone of that model. As a SC, you’ll... ...credit-based commercial proposalsPrior experience selling to mid-market and enterprise accounts in productivity, collaboration, or...Live inLocal area$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...and simplify their financial lives by integrating... ...to use the ranking in marketing. Please see important... ...serve ultra-high-net-worth families ($25M+), who... ...of clients and propose solutions that fit each client's...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...acquire, build, and manage client relationships. The role requires analyzing clients’ complex financial pictures and delivering Bank of America’s banking and investment solutions. Success hinges on effective communication, collaboration, and prioritizing client interests...
$75k - $90k
Licensed Financial Advisor Opportunities Spalding Hall Enterprises, LLC Recruiting... ...York, Houston, and Chicago markets. This is an opportunity to... ...success serving high-net-worth individuals and families who... ...advisors seeking greater autonomy, significantly higher...$109k - $196.02k
...OverviewWe are seeking a Sr FP&A Analyst to join our growing FP&A Solutions team within the Finance Transformation organization. This role... ...the evolution, optimization, and day-to-day management of our financial systems, most notably our Enterprise Performance Management (...Full timeFor contractors$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office- ...Wealth Management is a rapidly growing financial services firm, currently directing... ...experienced, driven, and focused Financial Advisors to join our fast-growing firm.... ...the client relationship. Our target market is high-net-worth Individuals with assets in excess of...
$157.04k - $235.56k
...competitive borrowing solutions that are strategically... ...Management goals. Our Lending Advisors serve as dedicated and... ...for high-net-worth clients. The VP Lending... ...client segmentationMonitor market trends, competitive... ...understanding of financial markets, investments,...Full time$127k - $250k
.... As a leading global financial services company at the... ...transformative solutions that redefine industries... ...role of Director, Wealth Advisor to join our Wealth Management... ...for ultra-high net worth client relationships.... ..., Global Capital Markets, or Product Management...Temporary workWork experience placementLocal areaWorldwideFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$134k - $348.5k
...providing advice, and solutions. They help organisations... ...analysing and managing financial risks for clients through... ....Identify gaps in the market and convert... ...firm to enhance client worth.Responsibilities- Drive... ...Washington; MO-Kansas City; TX-Dallas; FL-Miami; CA-Los Angeles...Full timeTemporary workH1b$200k - $300k
...corporations and to achieve their financial aspirations. We work with... ...wealth management solutions, personalized advice, and access... ...aggressively acquiring new high-net-worth (HNW) clients. This role is crucial... ...: Serve as a trusted advisor to clients, understanding their...Full time$105.8k - $163.45k
...people in over 180 countries use Docusign solutions to accelerate the process of doing... ...What you'll doAs a key member of the Go-to-Market (GTM) finance team, you will support several... ...core responsibilities will include 1) financial analysis and modeling in support of...Permanent employmentFull timeContract workWork at officeLocal areaRemote work2 days per week
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