Client-First Financial Solutions Advisor

Bank of America; Raleigh (NC); On-site; USD 75,000 - 120,000; Full time

Job summary

Bank of America is seeking an investment professional to provide comprehensive financial advice and customized solutions. You will triage leads, refer to partners, review client goals, and build financial plans with brokerage products while pursuing required licenses.

The role requires strong relationship-building, excellent communication, and the ability to work a Monday–Friday schedule with rotating Saturdays in an in-office environment.

Qualifications

• Series 7 and 66 licenses or equivalent (63/65 in lieu of 66) required.
• Minimum of one year of experience in investments and financial services.
• Minimum of one year in sales with goals met/exceeded.
• Willingness to work Monday–Friday with rotating Saturdays.

Responsibilities

• Work with clients to plan short and long-term financial goals using brokerage products (stocks, bonds, funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or existing clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking an investment professional to provide comprehensive financial advice and customized solutions. You will triage leads, refer to partners, review client goals, and build financial plans with brokerage products while pursuing required licenses.

The role requires strong relationship-building, excellent communication, and the ability to work a Monday–Friday schedule with rotating Saturdays in an in-office environment.