Financial Solutions Advisor Consumer Investments - Fort Worth Market
Fort Worth, Texas, United States · Hybrid
Entry level$3.6B raised
Job Description: At 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 by driving Responsible Growth and delivering for our clients, t…
Job Type: Regular Work Location: Market - GANDCORE - TX - Fort Worth Overview: As an Android Sales Manager, you'll drive your success by building strong retail partnerships through dedicated training and advocacy, strate…
Lilly Pulitzer Job Type: Seasonal Brand Strategy Our Brand mission is to inspire confidence and optimism, inviting everyone to shine bright and stand out. Our Brand vision statement is: “Create Your Sunshine, A Resort St…
Skills: Sales, Customer service, Client relations, Communication, Active listening
What’s Your Purpose? What You Will Do As a Leasing Consultant you will integrate your customer service, sales, and marketing skills to support our mission while leasing our apartment homes to interested customers. Manage…
Skills: Customer service, Sales, Marketing, Leasing, Communication
At Eisai, satisfying unmet medical needs and increasing the benefits healthcare provides to patients, their families, and caregivers is Eisai’s human health care (hhc) mission. We’re a growing pharmaceutical company that…
Job title: Area Business Manager Location: Fort Worth, TX About the Job Are you ready to help further shape the US Sanofi Vaccines to become a more agile, digital, and business to business-driven organization? Do you thr…
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Description About Trademark Property Company Trademark Property Company, based in Fort Worth, Texas, is a full-service real estate firm specializing in the development, investment, and management of mixed-use, retail, mu…
About European Wax Center European Wax Center®, a leading beauty lifestyle brand founded in 2004, offers guests a full suite of waxing services and a proprietary line of beauty products. Focused on our vision of Revealin…
Financial Professional – Retirement Benefits Group - TX, Fort Worth (5250)
Fort Worth, Texas, United States · On-site
Entry level
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the weal…
Skills: Client engagement, Financial products consultation, Data analysis, Interpersonal skills, Communication skills
ABOUT THE ROLE The Sales Coordinator assists with general administration tasks in support of management and executives. They prepare, arrange and coordinates sales-related events and projects. The Sales Coordinator autho…
OVERVIEW The Sales Account Executive-Architectural drives sales across Pattison ID’s growing portfolio of protected brands within the Architectural pillar. This role is focused on driving market share through direc…
From Aisle to Algorithm and for All Life’s Moments, at David’s Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the event or the wedding dre…
Skills: Customer service, Sales, Retail operations, Communication, Relationship building
Requisition ID: 936923 Store #: 009073 Sunglass Hut Position:Seasonal/Temporary Total Rewards: Benefits/Incentive Information At Sunglass Hut, we're always in the sun. You’ll find a dynamic space with endless possibiliti…
Skills: Customer Expertise, Customer Care, Retail Sales, Fashion Knowledge
AutoZone’s store teams are the frontline of WOW! customer service, ensuring that customers find the right parts and solutions for their automotive needs. Store employees maintain well-stocked inventory, assist customers …
Skills: Customer Service, Automotive Parts Knowledge, Sales, Inventory Management, Communication
Government Sales Representative Department: Machine Division (MAC) Employment Type: Full Time Location: Fort Worth Description The Governmental Account Sales Representative is responsible for representing machine sales p…
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who tr…
The Installer Service Specialist is an experienced and technical parts specialist who services the needs of professional customers through the store’s installer counter. This position will oversee and direct the daily ac…
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client loyalty, Customer experience, Customer service
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
The advisor is responsible for providing comprehensive financial advice and customized investment solutions to help clients achieve their goals. They must also triage client leads, manage referrals, and ensure compliance with SAFE Act registration requirements.
Requirements
Candidates must hold Series 7 and 66 (or 63/65) licenses and possess at least one year of experience in the financial services or sales industry. Strong relationship-building, communication, and goal-setting skills are required to succeed in this fast-paced environment.
Full job description
Job Description:
At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments 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
Required Qualifications:
Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Sets and accomplishes goals, achieving whatever one sets their mind to
Builds and nurtures strong relationships
Collaborates effectively with others to get things done
Communicates effectively and confidently and is comfortable engaging all clients
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
Likes to learn, adapts to new information and seeks the right solutions for clients
Efficiently manages time and capacity
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Desired Qualifications:
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Strong computer skills with an ability to multitask in a demanding environment
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
Obtained insurance licenses
Skills:
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday – Fridays and rotating Saturdays
Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr.
For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How many Sales jobs are open in Fort Worth, TX right now?
There are currently 1,314 open sales positions in Fort Worth, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Fort Worth, TX?
Companies currently hiring include Symmetry Financial Group, Crunch Fitness CR Fitness Holdings, LLC, Saks Fifth Avenue, AutoZone, Lowe's Companies, Inc., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Fort Worth, TX?
Yes — 203 of the 1314 open sales positions offer remote or hybrid work (134 remote, 69 hybrid).
How do I apply for Sales jobs in Fort Worth, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.