Client-First Financial Solutions Advisor

Bank of America; Fuquay-Varina (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is seeking a Financial Advisor in Fuquay-Varina, NC to provide comprehensive financial advice and customized solutions helping clients reach their goals. Responsibilities include triaging leads, referring clients to partners, and reviewing goals with clients for tailored products.

Licensing (Series 7 and 66 or equivalents) and at least one year in financial services or sales are required. The role may involve residential mortgage loans under SAFE Act requirements.

Qualifications

• Series 7 and 66 licenses required; if only 63 or 65 possessed, offer extended with condition to pass missing series within 60 days
• Minimum of one year in financial services and/or sales with goals met
• Builds and nurtures strong relationships; communicates effectively with clients
• Adheres to regulatory due diligence and training requirements
• May be involved in residential mortgage loan origination per SAFE Act requirements

Responsibilities

• Works with clients to plan and implement financial goals using brokerage products and banking solutions
• Recommends banking and investment strategies aligned with client objectives
• Triages client requests and makes referrals to internal partners based on needs and assets
• Mitigates and controls risk as part of daily activities
• Identifies and engages new clients through referrals or existing center clientele

Skills

Client Experience Branding

Investment Management

Portfolio Management

Referral Management

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Advisor in Fuquay-Varina, NC to provide comprehensive financial advice and customized solutions helping clients reach their goals. Responsibilities include triaging leads, referring clients to partners, and reviewing goals with clients for tailored products.

Licensing (Series 7 and 66 or equivalents) and at least one year in financial services or sales are required. The role may involve residential mortgage loans under SAFE Act requirements.