Strategic Investment Solutions Advisor
Posted 2 days ago
bank of americaNorth Richland Hills (TX)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
Bank of America is hiring a client-focused financial professional to provide investment guidance and tailored financial solutions. You will review goals with clients, develop plans using stocks, bonds, and funds, and collaborate with partners to meet asset thresholds.
The role emphasizes regulatory due diligence and proactive client service. Required licenses (Series 7/66 or equivalents) and a track record in financial services with sales objectives.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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