Financial Advisor – Greater Dallas Market

Bank of America

Financial Advisor responsible for developing relationships and providing investment advice for high-net worth clients. Engaging with clients to deliver customized financial solutions in wealth management.

Posted 7/21/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial services and investment products, with a strong focus on client relationship management and customized solution delivery. Proven ability to meet performance goals through effective prospecting, networking, and collaboration with internal specialists.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInvestment Product KnowledgeClient Relationship ManagementGoal-Oriented Sales Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment TrainingFinancial Goal AssessmentCustomized Solution DevelopmentPerformance Goal AchievementAdministrative Compliance

Soft Skills

Interpersonal SkillsEffective CommunicationRelationship BuildingCollaborative TeamworkListening and Probing

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft Excel

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesInvestment IndustryHigh-Net Worth IndividualsProspectingNetworking

About the role

Key responsibilities & impact

Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
Develop a book of business in order to meet and exceed established performance hurdles
Effectively prioritize sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommend investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balance investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development.
Organize and manage resources (time, people, budget) to run a productive practice
Seek the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
Complete mandated training, assessments, performance goals and continuing education requirements.

Requirements

What you’ll need

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
Proven ability to assess needs and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.

Benefits

Comp & perks

Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners.
Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.